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FAQ

FAQ 1- I really don’t know much about annuities–are there different types

FAQ 2- How is an index annuity different from an index mutual fund

FAQ 3- It almost sounds too good to be true–do I get all of the upside of the market and none of the losses
FAQ 4- I’m a retiring engineer and my spouse is a teacher
FAQ 5- What is an income rider and why would I want one
FAQ 6- Can an annuity help pay long term care expenses later in life if my spouse or I need extra care
FAQ 7- Can I put my spouse on the annuity to receive an income for life, even if it is my IRA
FAQ 5- What is an income rider and why would I want one
FAQ 6- Can an annuity help pay long term care expenses later in life if my spouse or I need extra care
FAQ 8- I’ve heard that annuities tie up your money and have a lot of fees–is that true (Web)
FAQ 9- Does the insurance company keep my money if I die
FAQ 10- What is a surrender charge and why do they exist
FAQ 12- How are you, the agent, compensated- Do I have to pay you a fee
FAQ 13- Does the annuity come with upfront fees
FAQ 14- I have a 401(k) that I want to protect from market lossess and maybe take some income like a pension–can I move to an a
FAQ 15- I have an IRA that I want to protect from market lossess–can I move to an annuity without taxation
FAQ 16- I have a 403(b) that I want to protect from market lossess–can I move to an annuity without taxation
FAQ 18- My broker doesn’t think it’s a good idea–why
FAQ 19- I’ve heard a grumpy older billionaire on the internet say that he -hates annuities, and thinks I should, too- He seems p
FAQ 20- What’s the difference between a variable annuity and a fixed index annuity
FAQ 21- What is a hybrid annuity
FAQ 22- I’ve heard the term -Equity Index Annuity—is that the same thing
FAQ 23- I’ve heard you talk about secure lifetime income equivalent to 5% to 9%
FAQ 24- How liquid is the annuity–can I withdraw from it without penalty
FAQ 25- I’ve heard the term -Equity Index Annuity—is that the same thing