Home / Annuity FYI’s Variable Annuity Cautions — Read Before You Invest! / Annuity Caution #1: Pre-Purchase Annuity Checklist
  • Your resource for learning about, comparing, and selecting the most competitive annuities since 2000.
Contact Annuity FYI by Phone 1-866-223-2121

Annuity Caution #1: Pre-Purchase Annuity Checklist

You want to be well-informed to purchase the best annuity benefits and interest for your situation. AnnuityFYI suggests that prior to purchasing a variable annuity you should consider the answers to thequestions below about the annuity, the insurance company issuing the annuity, and the broker selling it.

Considerations About the Annuity

  1. Do your variable annuity benefits provide for your beneficiaries? GO»

Considerations About the Broker

  1. Is your financial professional working with your best financial interests in mind to help you find an appropriate variable annuity?
  2. Have you checked your financial professional’s FINRA record to see if he or she has complaints on file or a criminal background? GO»

Considerations About the Annuity Issuer

  1. What are the financial strength ratings of the insurance company issuing the annuity?
  2. Are you able to transfer your funds among underlying accounts with low fees?
  3. Drawbacks of replacing a variable annuity.

 

This web page has been reviewed for compliance.
Document reference: #1500261-15

Share Button

Copyright ©2019 AFYI Holdings Group, LLC. All Rights Reserved. No part of this article may be reproduced without the express written consent of AFYI Holdings Group, LLC.

Annuityfyi.com - Prefooter

Contact

Mailing Address:

1165 NE 105 St.
Miami Shores, FL 33138

Email:

support@annuityfyi.com

Phone:

(866) 223-2121

Follow Us On

Click for the BBB Business Review of this Annuities in Miami Shores FL

Copyright © 2019 AFYI Holdings Group, LLC, All Rights Reserved

Share On Facebook
Share On Twitter
Share On Linkedin
Share On Pinterest