These complex products are unfortunately often misused and over-sold. Because many annuities carry surrender penalties, it is critical to know what you are getting before you buy. Despite their sometimes-poor reputation, annuities can have value if used in the right situation. If they are sold incorrectly, they can become a burden. If you are considering an annuity let us help you decide if it’s appropriate for you. Whether variable, fixed, indexed, or immediate, annuities can be prescribed for a multitude of reasons and can perform a valuable service not found in other products. Let us help you decide if these products are right for you and if not, help you choose another course.
Please call or email us for more information on Annuities and how we can help.