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

New RILA from Equitable Offers Protection of Lifetime Income

Equitable, the brand name of the retirement and protections subsidiaries of Equitable Holdings, Inc., has just announced a new registered …

New Fixed Index Annuity Suite from North American

One of the largest issuers of fixed index annuities (FIAs) in the United States, North American Company for Life and …

Generating Lifetime Income From Your Retirement Savings

For many, the “savings” part of retirement planning is the easy part. It’s figuring out how to turn that savings …

Study Finds People Want Guaranteed Income but Not Annuities

How would you like to have a guaranteed stream of income in retirement? Most people would jump at the opportunity. …

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 …

ARTICLES & GUIDES

New RILA from Equitable Offers Protection of Lifetime Income

Equitable, the brand name of the retirement and protections subsidiaries of Equitable Holdings,

New Fixed Index Annuity Suite from North American

One of the largest issuers of fixed index annuities (FIAs) in the United States, North American

Generating Lifetime Income From Your Retirement Savings

For many, the “savings” part of retirement planning is the easy part. It’s figuring out how

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Document reference: #1500261-17

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