Questions To Ask When Annuity Shopping

Questions To Ask When Annuity Shopping

It is extremely important to understand all of the terms, fees and expenses associated with any annuity product. We believe every client deserves to have a complete understanding of what they are buying, and a realistic expectation of how their chosen annuity will impact their retirement. It is good practice to ask the following specific questions:

What is a Fixed Index Annuity?

Regardless of where you are on your road to retirement, like most people you want to protect your hard-earned money and see it grow. But in today’s low interest rate environment, safer investment products like CDs, money markets and bonds may not provide the growth potential you need for retirement planning. You can turn to […]

Common Annuity Myths & Misconceptions

When shopping for an annuity you’ll likely discover mountains of information, many different points of view, and even myths and misconceptions. How do you sort it all out? To help you make better decisions about what’s right for you, here are the facts behind some of the most common annuity myths and misconceptions. Myth #1: […]

How to Choose The Right Annuity

Now that you’ve decided an annuity might be right for you, it may be tempting to shop by comparing rates. However, some financial products, like annuities, can’t be judged based on rate alone. Although rates are one important factor, choosing an annuity based solely on the rate may not be the best way to get […]