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?