Annuities

As an investment or financial product

There is a ton of misinformation out there about annuities.

Annuities are simply another investment option. Like all investments, you need to understand the pros and cons. This starts with the basics: “What are annuities?” – AND – “How many types are there?”

There are 5 types of annuities:
  1. Fixed
  2. Immediate
  3. Fixed Indexed
  4. Indexed (Formerly Known As – Equity Indexed)
  5. Variable

The first four are insurance products. The fifth annuity is a brokerage product.

Far too often people make emotional decisions about their finances, due to lack of information or knowledge. Understanding the pros and cons of each of these will ensure you purchase the right annuity for your retirement plan.

Part of our goal is to provide you with information in an organized manner that is easily understood, so you can make knowledgeable decisions regarding your finances.

  • Are you currently thinking about purchasing an annuity?
  • Do you already own an annuity but you’re not sure what you purchased?

We can help answer these questions and any others you may have.