Download our Checklist: Does An Annuity Fit Within My Financial Plan?

Protecting principal and securing a predictable income stream in retirement is a very common goal & should be on your radar. There are numerous products and strategies available, and clients rely on experts like us to guide the complex analysis required to establish an optimal retirement income plan. Annuities can offer income protection as well as several other advantages that may work well within your financial plans. Depending upon individual needs and circumstances, annuities can be used to protect your initial investments (premiums), supplement recurring income streams, allow tax-deferred growth, fund long-term care, and/or achieve wealth transfer goals, among other advantages. An annuity strategy merits consideration before either being dismissed or implemented.

To help you navigate an annuity analysis, we have created this checklist. It covers key considerations, including:

Variable, fixed, and indexed annuities | Immediate and deferred income annuities | Purchase/funding methods | Riders and other features | Tax considerations