Annuities are Personal

They should only be bought for their contractual guarantees. There is no one-size-fits-all solution. Finding the best annuity for you starts with you. What do you want guaranteed?

 

A conversation with an annuity expert and licensed financial professional is the best way for you to determine IF an annuity is good for you, and which annuity will work best for your financial goals and needs.

It shouldn’t be difficult. We make it easy.

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Investing, and learning how to invest, can be overwhelming. Explore our resources to get a better understanding of annuities, how they work, and different annuity products can work differently for you.

“Is an annuity right for me?”

 

If you want a contractual guarantee, then yes.  You should buy an annuity.

Annuities are a Contract, and should only be used as such.  

  • If you want principle protection contractually guaranteed, then YES, you should buy an annuity. 

  • If you want an income stream contractually guaranteed for any period of time including for life, then YES, you should buy an annuity.    

  • If you want your legacy contractually guaranteed to passed on to loved ones, or to an organization important to you, then YES, you should buy, or at least consider an annuity. 

  • If you want Long Term Care Benefits Contractually Guaranteed to take care of you, but you don’t want to buy an expensive, stand-alone policy, then YES, you should buy, or at least consider an annuity. 

Whether you are ready to add an annuity to your portfolio or not, a little bit of insight and knowledge can help turn a decision from good to great. Sign-up for our exclusive mailing list to help better your decision.