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What's driving Americans to invest over $250 billion in annuities each year?*

The goal of our comprehensive annuity guide is to help you gain a greater understanding of annuities. You will learn how annuities work, reasons to consider annuities, the types of annuities there are, payout options, special features, fees and associated costs, misconceptions and more.


Download the guide to keep on hand or share with others who might benefit from learning more about annuities.

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The Annuity Guide

You have an Annuity and probably don't know it...

We Evaluate Your Investment Strategy and Aspirations

Share your retirement aspirations with us, and discover how we can assist you in making them a reality.

We Assess Your Financial Plan

Get another viewpoint on your retirement plan to ensure you're moving in the right direction.

Find What Fits Better

Explore Various Annuity Options and See if They Suit Your Needs.

Get Your Comprehensive Guide to Understanding Annuities 

Access your complete resource for in-depth information on investing in annuities.

What is an Annuity?

How does it work?

An annuity contract has two phases: an accumulation phase and a distribution phase. When you buy an annuity, the insurance company agrees to pay you an income for a specified period of time; either beginning immediately (an immediate annuity) or after an accumulation period ends (a deferred annuity).

A popular choice...

An annuity is a contract between you and your insurance company that allows your earnings to grow and compound tax-deferred. Tax deferral is a powerful benefit you can use to help accumulate wealth for your retirement or meet other long-term financial goals. The word "annuity" literally means "annual payments".

Annuities are a popular choice for investors who want to receive a steady stream of income in retirement. The income you receive from an annuity can be distributed monthly, quarterly, annually or even in a lump sum payment. 

In retirement planning...

Annuities can be a key part of your overall retirement strategy. Anyone who considers buying an annuity should do their research and consult with an annuity professional to ensure that it's an appropriate investment for someone in their situation.

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