June is annuity awareness month… do you have questions?
Do you have questions about annuities but do not know who to ask? Do you own an annuity but question if it is a good fit for you? Now is as good a time as any to get your questions answered.
I frequently see a lot of marketing hype around annuities. Unfortunately, much of that hype is focused on encouraging people to act. Most of what you see and hear is a sales pitch offering reasons why you should buy an annuity or a pitch suggesting you made a mistake when you purchased the annuity you currently own.
If nothing else, I hope you take the following away from this brief message: Annuities are not always a good fit and not always a bad fit. Annuities are a product that offer benefits and solutions that few other products can. For the right people and the right needs/goals, annuities can be a wonderful solution that meets their specific needs. Are they the right product for all people? Absolutely not.
If you have questions about annuities and would like to have an unbiased conversation, please feel free to give us a call. We are happy to have a conversation.