Edu #1921: Bucketing with Annuities

June 5, 2019

Edu #1921: Bucketing with Annuities

Have you encountered an Advisor who recommended Bucketing with annuities predominantly? On this Edu episode, Jim and Chris respond, in-depth, to a listener looking for clarity on using annuities as their “buckets”.

The guys discuss reasons to be cautious and the steps you can take to ensure that you’re not just being sold a product package.


Check out the background of firms and investment professionals on FINRA’s BrokerCheck.

Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

Jim Saulnier, Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: CO, IA, IN, MA, NY, TN, TX, WI and WY. No offers may be made to or accepted from any resident outside the specific states mentioned. Jim Saulnier, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning services offered through Jim Saulnier and Associates, LLC., a Registered Investment Advisor. Cambridge and Jim Saulnier & Associates, LLC are not affiliated.