Monday, May 22, 2017

Choosing from today’s overwhelming assortment of investment, retirement savings, and life insurance options can be a dizzying experience. Which option will work best for you and your needs? How will you know if the option you choose is a suitable means for meeting your objectives?

The National Association of Insurance Commissioners (NAIC) has a great informational publication available for free on their website or by clicking here.

We've summarized some questions to help you determine whether these tax-deferred instruments are right for you, by explaining common annuity contract features and offering discussion-points you may want to cover with your investment adviser.