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Buyer's Guide for Deferred Annuities

7/14/2016

 
NAIC Buyer's Guide for Fixed Deferred Annuities

It's important that you understand how annuities can be different from each other so you can choose the type of annuity that's best for you. The purpose of this Buyer's Guide is to help you do that. This Buyer's Guide isn't meant to offer legal, financial, or tax advice. You may want to consult independent advisors that specialize in these areas. 

This Buyer's Guide is about fixed deferred annuities in general and some of their most common features. It's not about any particular annuity product. The annuity you select may have unique features this Guide doesn't describe. It's important for you to carefully read the material you're specific annuity features. 

This Buyer's Guide includes questions you should ask the insurance company or the annuity salesperson (the agent, producer, broker, or advisor). Be sure you're satisfied with the answers before you buy an annuity. 

​Click HERE for the NAIC Buyer's Guide for Fixed Deferred Annuities

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​​131 Fannin Landing Circle

Brandon, MS 39047
This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher and host are not providing legal, accounting or specific advice for your situation.
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  • Home
  • About
  • Services
    • Retirement Income Strategies
    • Tax-Efficient Solutions
    • Long-Term Care
    • Estate Preservation
  • Resources
  • Events
  • News
  • Contact