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Does an Annuity Fit Within My Financial Plan?

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Annuities are an insurance product that offer investors a set stream of income beginning at some point in the future, usually retirement, and lasting until you die. While annuities may make sense for some individuals, their situational benefits are just that, situational. An annuity strategy merits consideration before either being dismissed or implemented. To help you navigate an annuity analysis clients, we have created this checklist. It covers key considerations, including:


  • Variable, fixed, and indexed annuities
  • Immediate and deferred income annuities
  • Purchase/funding methods
  • Riders and other features
  • Tax considerations

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