Own or considering an annuity?
If you would like more in-depth guidance, we invite you to contact our team of investment professionals. Call us at 1-800-940-0182 or contact us online.
Contact UsAnnuities can be very complex. Contracts are long, written in legalese and full of industry jargon few annuity owners actually understand. So how can you get actual insight into annuities before you buy, sell or swap your annuity?
There isn’t any magic trick. Often, the best resource you have, unfortunately, is the thick brochure your agent or broker provided you with (called either the contract or the prospectus, depending on annuity type).
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But this can leave many questions unanswered. To help, here is a list of questions you can ask your financial professional that may provide you with insights on your annuity:
These seven questions are a good start to giving you the annuity insights you might need to know if the product is right for you. For more information, please download our free Annuity Insights brochure.
If you would like more in-depth guidance, we invite you to contact our team of investment professionals. Call us at 1-800-940-0182 or contact us online.
Contact Us