Annuity Caution #7: Variable Annuity Rider Buy Backs

Recently, annuity-owners of variable annuities with riders from insurance companies, such as Axa Equitable and The Hartford, have been contacted by their insurance company issuer. The offer is in writing, and sometimes followed up with a phone call, with offers to pay the annuity-owner a one-time lump sum to relinquish (void) some of the initial riders with guarantees, benefits that rely on the insurance company to pay them. Is the lump sum better or the long-term guarantee? Read this before you invest!

Annuity Caution #6: L-Share / Short Surrender Annuities

Be cautious about purchasing a variable annuity with a shortened (3-4 year) surrender period. They could cost you more. Read this before you invest!

Annuity Caution #3: Variable Annuity Transfers

Are you considering a replacement of your current variable annuity with another? Read this before you transfer!

Annuity Caution #2: FINRA Broker Lookup

Prior to purchasing an annuity, look up your financial advisor on FINRA’s website to see if he or she has any complaints on file or a criminal background. Read this before you invest!

Annuity Caution #1: Pre-Purchase Annuity Checklist

Prior to purchasing a variable you should consider the information below. Read this before you invest!

ANNUITY WARNINGS

Are You Holding Your Retirement Portfolio Back? Annuity Myths Debunked

Annuity sales continue to make headlines as more and more consumers add them to their retirement planning portfolios. For those …

Allianz Life Adds Annuity to Line-up

Allianz Life Insurance Company of North America is entering the retirement plan business with a new annuity product intended for …

Guaranteed Lifetime Income with New Prudential Annuity

Prudential Financial Inc. recently launched a new indexed variable annuity, FlexGuard® Income, meant to provide customers with investment strategies geared …

Product Alert: Sagicor Life Milestone MYGA 5 

This rate is dropping from 3.00% to 2.65% on July 1st. Speak with a registered agent by emailing support@annuityfyi.com or …

Fiduciary Rule Rumors

Is the Department of Labor revisiting previous plans for a fiduciary rule? Some experts believe it is possible.  On February …

Why Wait? Now is the Best Time to Purchase a Fixed Annuity

The popularity of fixed annuities has grown quite a bit recently, and it isn’t hard to figure out why. Tax …

ARTICLES & GUIDES

Are You Holding Your Retirement Portfolio Back? Annuity Myths Debunked

Annuity sales continue to make headlines as more and more consumers add them to their retirement

Allianz Life Adds Annuity to Line-up

Allianz Life Insurance Company of North America is entering the retirement plan business with a new

Guaranteed Lifetime Income with New Prudential Annuity

Prudential Financial Inc. recently launched a new indexed variable annuity, FlexGuard® Income,

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