The History Of Annuities & Defining Their Purpose

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What ARE Annuities, And When Would You Want One?

In this episode of After The Paycheck, Sam and Adam discuss:

the definition (and origin) of annuities
the different types of annuities
when a person might want to consider one
situations where an annuity would NOT be a good fit

How do annuities compare to other investment vehicles?

Most people are looking for a way to ensure they can maintain their lifestyle in retirement, but that often becomes a balancing act between the security of banks and the growth potential of the markets. Below is a quick reference graph that can provide some comparisons of the risk/reward scale of annuities with other types of investments:

HAVE A LIST OF QUESTIONS AROUND YOUR FINANCES?

Thinking about your retirement situation?
Let’s chat. Find a time on our calendar to reserve a 15 min. phone call with either Sam, John, or Ryan - we'll use this time to get to know you and your needs and talk about the retirement planning obstacles you may be facing.

The 365 Retirement Plan Process:

Schedule An Introductory Phone Call

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Build Your Plan

Work with our team to create a comprehensive strategy that coordinates all aspects of your personal and financial situation. We provide specific recommendations on how to accomplish your retirement goals.

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More To Explore

Retirement Planning

The History Of Annuities & Defining Their Purpose

What ARE Annuities, And When Would You Want One?

How do annuities compare to other investment vehicles?

HAVE A LIST OF QUESTIONS AROUND YOUR FINANCES?

Thinking about your retirement situation?
Let’s chat. Find a time on our calendar to reserve a 15 min. phone call with either Sam, John, or Ryan - we'll use this time to get to know you and your needs and talk about the retirement planning obstacles you may be facing.