What’s Covered in this Review?
In this review I’ll be covering the following information on the Allianz MasterDex X Annuity with Simple Income Rider:
- Product type
- Current rates
- Realistic long term investment expectations
- How it is best used
- How it is most poorly used
What you’ll find is that like all annuities, the MasterDex X Annuity does some things really well. However, there are things some agents might say about its performance that is not entirely true. It’s important you understand the differences, so you can determine if it really is a good fit as part of your financial plan.
For readers who have found my website for the first time and don’t know much about me, I am a fee only financial planner. I don’t get paid to sell annuities nor do I personally sell annuities. Unlike other fee only planners though, I do think annuities can be a smart part of a comprehensive financial plan when used correctly. Since my compensation is not tied to their sale, I really have no incentive for or against them. This makes my view impartial and objective.