Annuities Questions To Ask

Variable Annuities - Investor.gov
Variable annuities are designed to be long-term investments, to . meet retirement and other long-range goals. Variable annuities are not suitable for meeting short-term goals because substantial taxes Ask Questions Before You Invest. ... Retrieve Document

Buyer’s Guide To: Fixed Deferred Fixed Fi Xed Deferred ...
Questions You Should Ask Your Agent or the Company You should ask the following questions about equity-indexed annuities in addition to the questions in the Buyer’s Guide to Fixed Deferred Annuities. † How long is the term? ... Retrieve Document

Agent’s Sales Journal Asking The Right Questions For More ...
2 Variable annuities with guaranteed living benefits 3 Income annuities These questions or statements are designed to help the client create their own solution. » WhaT To ask Your clienTs To uncover Their BesT ... View Document

Tips For Consumers: Important Questions For Seniors to Ask ...
Tips for Consumers: Important Questions for Seniors to Ask when Deferred and immediate annuities can be either variable or fixed. A variable annuity allows you to invest in a variety of ... Doc Viewer

Variable annuities - Whole Life Insurance, Retirement And ...
Annuities, which means that there is no accumulation phase and you will start receiving annuity payments Ask questions before you invest Financial professionals who sell variable annuities have a duty to advise you as to whether the product ... View This Document

Index Annuities A Suitable Approach - Index annuity Book
Some Questions To Ask About Fixed Annuities • What is the initial interest rate or index participation rate and how long is it guaranteed? • Does the initial rate include a bonus? • Are there any special requirements to receive the bonus or to ... Access Doc

Retirement Advisor Kyle Blackburn Asks The Questions Others Don't About What To Do When You Can't Take It With You
OKLAHOMA CITY, Feb. 28, 2013 /PRNewswire/ -- As one of the most knowledgeable product and universal life specialists in the country, one might assume Kyle Blackburn, of Blackburn Financial Group in Oklahoma ... Read News

Retirement Planning: Get The Right Professional Help
It makes sense that you might need professional help to plan a secure retirement, but make sure you hire the right people ... Read News

Questions On Your annuity? Call 1-800-634-9361. Systematic ...
Questions on your annuity? Call 1-800-634-9361. Phone numbers will be used if we have ques-tions but will not be Ask your bank for the correct routing number. If you do not attach a voided check, or a sav-ings deposit slip or bank ... Document Viewer

VARIABLE ANNUITIES
ANNUITIES Variable annuities have become part of the retirement and investment plans of many Americans. ASK QUESTIONS BEFORE YOU INVEST ? Will you use the variable annuity primarily to save for retirement or a similar long-term goal? ?? ... Fetch Doc

Educate Yourself On Annuities
Additional Questions to Ask for Equity-Indexed Annuities Review Your Contract Carefully! CLICK ON TOPICS OF INTEREST. updated 1/23/12 What is an Annuity? An annuity is a contract in which an insurance company makes a series of income payments at ... Fetch Content

Annuities
Annuities are complex investment and insurance products that are often misunderstood by the people who buy them. Before you buy, learn about fixed and variable annuities, There are five questions you need to ask to make sure it is right for you. ... Read Article

LESSON 10: Questions to Ask Annuity Wholesalers
42 w w w. r e s e a r c h m a g. c o m of GLiB-enhanced variable annuities in their plan’s lineup. This is yet another strategy that 10 years ago was consid- ... Read More

What You Need To Know Before You Buy An Equity-Indexed Annuity
What questions should I ask my agent or company about EIAs? >> Are you licensed to sell EIAs in Washington state? * Equity-Indexed Annuities are also called Indexed Annuities. As with any other insurance or investment product, you must first ... Get Doc

Your Guide
The answers to both questions will depend on the member’s individual circumstances. There are two important issues that you need to consider: living annuities – again, under guaranteed annuities, the longevity risk is passed ... Read Document

Annuities - Quotit IPro
ANNUITIES An annuity is a product which can provide you with an income for as long as you live. You should also ask questions about the amounts you will receive if you decide to surrender your annuity, and find out the difference ... Read Document

NAI Uyer’s Guide For Deferred Annuities
NAI uyer’s Guide for Deferred Annuities This Guide includes questions you should ask the company or the annuity sales person (the agent, producer, broker or advisor). Be sure you’re satisfied with the answers before you buy an annuity. ... View This Document

NAI Uyer’s Guide For Deferred Annuities
NAI uyer’s Guide for Deferred Annuities Table of Contents Section I - What Is an Annuity? A. Are There Different Types of Annuities? B. E. What Questions Should I Ask? F. What Should I Do When I Receive My Annuity Contract? ... Retrieve Content

Evaluating Existing Annuities: What Every Advisor Needs To ...
Basic deferred annuity questions to ask: –– What type of annuity is it? What type of annuity is it? –– Who are the parties to the contract? Deferred Annuities Basic deferred annuity types –– Fixed Annuity (FA) Fixed Annuity (FA) ... Fetch Content