Annuities 101

“Contrary to what Wall Street might tell you, not all annuities are bad. In my experience, THE ONLY BAD ANNUITY IS AN ANNUITY THAT IS NOT PART OF A WRITTEN RETIREMENT GAMEPLAN.”

With people living longer and longer, is it any wonder that one of the greatest fears of hard-working Americans is running out of money in retirement?

Given the fact that most employers no longer offered guaranteed pension plans like the ones enjoyed by my Granddad – he called it Mailbox Money®. There is only one investment option left that can assure Savers will not run out of money in retirement – the Annuity.

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Video Library

Contract Value vs. Income Account Value vs. Surrender Value

Annuity Allocation Changes Explained:

The Difference Between Annuity Crediting Methods:

Why Your Annuity Didn’t Make Much Money:

How Can an Annuity Contract Value Go Down?

Access to a Penalty Free Withdrawal from Your Annuity:

What is an Annuity Rider Reset?

When to Start Your Income Rider (Mailbox Money®):

A Message from Tony on Annuities:

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