Don’t believe everything you hear about annuities, good or bad. Annuities can provide important tax deferral and various guarantees* that can’t be found elsewhere; however, the wrong annuity for the wrong purpose can be a big mistake.
We can help you determine if an annuity would be of benefit to you. The annuity marketplace is very diverse and competitive; as independent advisors, we have the freedom to shop a wide array of insurance companies to find an annuity to meet your specific needs. We can also assist you in evaluating and understanding any annuities may currently own.
There are many types of annuities to meet various situations. Some guarantee against market loss; others invest directly in the market but guarantee a certain minimum lifetime income. Like social security, annuity income can provide another guaranteed foundation for your retirement.
*All annuity guarantees are based on the claims-paying ability of the insurance company. They are not FDIC insured.