Financial Fitness

All About Annuities

Listen Later

In our second episode we take a deep dive into the world of annuities - the different types, and the advantages/disavantages to each. Phillip answers the following questions.

  • What are the different types of Annuities?
  • What are the tax benefits of an annuity?
  • Why use an annuity?
  • What are the advantages?
  • What investment options do annuities have?
  • How do we use annuities in our practice?
  • How do I know if an annuity is right for me?
  • What happens to my annuity when I pass away?
    • Resources:
    1 on 1 Financial Website
    Email 1 on 1 Financial
    Call 1 on 1 Financial at 909-981-1720
    ...more
    View all episodesView all episodes
    Download on the App Store
    Financial FitnessBy 1 on 1 Financial