Learn About Annuities

What is an annuity?

An annuity is a contract between you (the annuity owner) and an insurance company. In return for your payment, the insurance company agrees to provide either a regular stream of income or a lump sum pay-out at some future time (generally, once you retire or pass age 59 1/2).
More »

Is an annuity suitable for me?

For the right investor, annuities can be exceptional complements to a well-rounded portfolio -- they have the advantage over traditional retirement plans of allowing you to invest unlimited funds, tax-deferred. However, annuities are not for everyone.
More »

What are the different types of annuities?

There are many different types of annuities to meet the specific needs of individual investors. Annuity FYI can help simplify the selection process.
More »

The Annuity Qualifier

AnHelp me determine which is the best annuity for my needs.
More »

Financial Self Assessment

What type of investor are you? Take this self assessment consisting of ten statements designed to help you decide where to invest your retirement dollars.
Go »