If you choose a straightforward contract, annuities are a safe and secure investment option. Annuities offer a guaranteed lifetime of income with legacy options for your loved ones. Some annuities allow riders, which customize annuities with additional benefits, like long-term care and disability coverage.
✔ Nature of the underlying investment – fixed or variable
✔ Primary purpose – accumulation or pay-out (deferred or immediate)
✔ Nature of pay-out commitment – fixed period, fixed amount, or lifetime
✔ Tax status – qualified or nonqualified
✔ Premium payment arrangement – single premium or flexible premium
These videos are for educational purposes. We represent many of the top carriers available. We will review your unique situation and be able to offer you a variety of carrier products and plans to choose from.
