What to Know Before Buying an Annuity

Course Objective
Demystify annuities and help clients understand what’s safe and what’s not

 
Course Description:
Annuities can offer guaranteed income—but not all annuities are created equal. This course helps you cut through the noise and understand the real pros and cons of fixed, indexed, and variable annuities. You'll learn what questions to ask, what red flags to watch for, and how to tell if an annuity is right for your retirement plan.

Perfect For:

• Adults considering annuities for income or protection
• Retirees evaluating annuity offers from advisors
• Anyone who’s heard “bad things” and wants the truth—without the sales pitch