Free Guide: The Hidden Downsides of Commission-Driven Annuities and Insurance Products
What Your Advisor Might Not Be Telling You
Annuities and whole life insurance are often sold as “safe” and “guaranteed.” But who really benefits, you or the person selling them?
Too many people buy expensive, restrictive products that aren’t the right fit. At BCR Wealth Strategies, we’ve repeatedly seen people trapped in contracts full of fees, surrender charges, and disappointing returns.
That’s why we created this short, straightforward guide to help you spot hidden costs, understand your alternatives, and make more informed decisions.
Inside, you’ll learn:
How fees, caps, and surrender charges quietly reduce your wealth
Why fiduciary advice is different, and why it matters
Smarter alternatives to whole life and annuity products
Looking for real advice, not a sales pitch?
Download the Free Guide
Why BCR Wealth Strategies?
At BCR Wealth, we work with individuals and families navigating life’s major transitions, including widowhood. As fee-only fiduciary financial advisors based in Birmingham, AL, we’re here to help you coordinate a strategy that fits your life, not just your investments.
Our proprietary BCR Plan to Succeed℠ process integrates financial planning, tax strategy, insurance evaluation, and estate coordination. We’ll serve as your financial CFO so you can focus on what matters most.