Cheat Sheet: Basic Annuity Types and Facts Every Advisor Should Know

May 17, 2022 by Ginger Szala

Annuities are becoming more accessible through fee-only advisors and retirement plans. For advisors who have clients interested in these products, here’s a quick rundown on what types of annuities are available and how, generally, each type works.

Keep in mind: There are always new wrinkles to think about. If you are new to annuities, and you want to explain them to clients, start by talking to your compliance people, to see what kinds of training and advisory support you need. Also, remember, this is just a basic cheat sheet to get you started.

Let’s start with some basics: Click HERE to read the full story via ThinkAdvisor

Originally Posted at ThinkAdvisor on May 13, 2022 by Ginger Szala.