Annuities
Turning savings into income you can't outlive.
An annuity is a contract with an insurance company. You put money in, and they pay it back to you over time, sometimes for the rest of your life.
They can be a good fit for part of a retirement plan and a bad fit for all of it. We'll tell you which is which, in plain language, including what the surrender period and fees look like.
What to have handy when we talk
- Where your retirement savings sit today
- When you'd like income to start
- Other income you'll have, like Social Security or a pension
Don't have all of it? Call anyway. We can work from what you know.