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1-Minute Article

Illustrative Guide to Annuities

Quick resource guide for successful client conversations, highlighting 7 key questions about the design, cost, and value of annuities.

Having an annuity conversation with your client? Download and review our Illustrative Guide to Annuities addressing 7 key questions your clients might have when considering an annuity:

  1. What is an annuity?
  2. What happens to savings in an annuity?
  3. What are the types of annuity?
  4. What goes into an annuity?
  5. How is an annuity taxed?
  6. How does an annuity help diversify a portfolio?
  7. What types of charges come with an annuity?


Download our Illustrative Guide to Annuities.

Download Guide
Updated Jul 08, 2022
Published Jul 04, 2022
Role of Annuities
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