Pros & Cons of Annuities
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Pros & Cons of Annuities

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Pomperaug High School

234 Judd Region 15

Southbury, CT 06488

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Please join us for an educational workshop involving the ever expanding world of annuities.

During this workshop you will learn the following concepts:

  • What are the fees that are associated with these types of investments?
  • How annuities can be used to increase savings, protect what you've saved, or generate a stream of income.
  • What is the difference between a deferred and immediate annuity?
  • How do immediate, fixed, variable or indexed annuities differ?
  • What are the length of contracts and are they appropriate?
  • How is my annuity treated for beneficiaries and estate purposes?
  • How are taxes calculated in annuities?
  • Are there any guarantees of my investment?
  • What if I need long term care, can an annuity replace this?
  • What are the surrender charges and fee withdrawals?
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Date and Time

Location

Pomperaug High School

234 Judd Region 15

Southbury, CT 06488

View Map

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