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Annuity Explained

Date post: 19-Jan-2015
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Annuities can be confusing. Different types of annuity offer different benefits. Watch this presentation to understand annuities better.
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Annuities help protect you against outliving your resources
Transcript
Page 1: Annuity Explained

Annuities help protect you against outliving your resources

Page 2: Annuity Explained

An annuity is a contract between you and an insurance company

Page 3: Annuity Explained

You can utilize deferred annuity to accumulate money for future usage

Page 4: Annuity Explained

There are a number of different annuity plans available for consumers

Page 5: Annuity Explained

Each annuity has a pair of basic properties

Page 6: Annuity Explained

One property is whether payout is immediate or deferred

Page 7: Annuity Explained

Another property is whether returns are fixed (guaranteed) or variable

Page 8: Annuity Explained

Some annuities are used to fund a tax qualified plan

Page 9: Annuity Explained

While misunderstood, annuities are a very versatile product

Page 10: Annuity Explained

An agent can assist you in your search for an annuity product

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