5 Truths about Annuities

What they are, how they work, and why they’re sometimes misprescribed.

Quickly learn:

  • The different kinds of annuities
  • When annuities make sense
  • How much they really cost
  • Annuities during high inflation periods
  • The things to consider before you buy one.

After a prolonged downturn, annuities are once again gaining popularity. To help you make the most informed decision for your personal financial situation, download your free copy of 5 Truths about Annuities today.

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6  2021 Value of an Advisor Study / Russel Investments

7 Ranked 9th Top Wealth Managers By Growth in Assets in the U.S. from RIA Channel, 2022. RIA Database and RIA Channel are registered trademarks owned by Labworks, LLC.

✢ Scott Hanson, Investment Advisor 2005, 25 most influential people in the financial services industry. The ranking reflects 25 people who Investment Advisor magazine believes have had or will have the greatest influence on the financial services industry.

✼Pat McClain, InvestmentNews 2014, Invest in Others Community Service Award, presented to an advisor who has made an outstanding impact on a community through managerial contributions to a non-profit organization.

†Financial Times, FT 300 Top Registered Investment Advisers, June 2019. The ranking reflects six areas of consideration including the company's years in existence, industry certifications of key employees, AUM, asset growth, SEC compliance record and online accessibility and calculates a numeric score for each company. 

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