RETIREMENT

CHECKLIST

Hi, Tom!                            Logout 

PROGRESS METER  25%

Tom, is an annuity worth looking at?

What is an Annuity?

Annuities are a type of investment account typically used for retirement savings or to generate regular income payments in retirement. Annuities are insurance contracts, and the issuing insurance company provides some type of guarantee on your investment.

There are many types of annuities, and the right one for you depends on your goal.

Action Required!

Tom, do you understand how Annuities work?

YES
NO

Ready to talk with a Annuity Expert?

Andrew Smith
Retirement Specialist

Lief Larson
Retirement Specialist

Chirag Pancholi
Retirement Specialist

POWERED BY: