Review the basics

Refresher

We try to educate our clients on annuities. Sometimes, it’s a good idea to review the basics. Click here to visit our annuities page. We’ve outlined information such as the different types of annuities, the nature of the underlying investment, the primary purpose of an annuity, the nature of the payout commitment, the tax status and the premium payment. It’s important to stay educated on annuities if you’re considering purchasing one. You can also reach out to us so we can discuss them with you and answer your questions.

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