FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.
If used properly, annuities can be a tremendous complement to your investment portfolio. We have found that many times, unfortunately, individuals purchase annuities without completely understanding what they have purchased. There are significant differences in these types of products. Its extremely important that the investor have a thorough understanding of what they are investing in before they invest.
We are committed to educating all of our clients about the different types of annuities currently offered, and matching the correct product with the clients needs. Quite often we find that what our investors thought they had did not match up to what they purchased. Don't let this happen to you.
In the past few years, Insurance companies have introduced enhancements that make the newer annuities a great alternative to the traditional annuities of old. Let's take a look at exactly what you have and compare it to what is currently available.