Episode 007:

Surrender Penalties: The Good, The Bad, The Ugly

In this episode, I’m going to cover surrender penalties which are actually a very important piece of a sound financial plan. I’m going to present you with a question that the bad guys will never ask you. You will understand surrender penalties, how to get around them, why they are not a problem and much more!

Included in this episode:

  • Grow your money (tie up the principle)
  • The results of having surrender penalties
  • Spending money on an emergency?
  • You’re losing benefits, not having surrender penalties
  • Create a paycheck for life!

Important links:

Charlie, your host:

CharlieMedium“Charlie Jewett is an Author, Speaker, Podcast Host, Consumer Advocate, and Investment Advisor from San Diego, Ca.  Charlie has spent the last eleven years trying to change the way the industry professionals and consumers think about Retirement.  Charlie provides education materials that help people to create their own financial plans and offers services to protect consumers from the bad guys in the Financial Services Industry.”  


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