The Money Huddle

Are Annuities The Devil?


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One of the most polarizing financial products in the marketplace is annuities. Love 'em or Hate 'em, annuities are not going away. 

In this episode, we sit down with 2 industry experts that specialize in the fixed insurance space--specifically, working with annuities. Some areas we discuss:

  • how opinions on annuities are influenced by advisors & compensation
  • understanding how annuities can mitigate risk
  • what annuities can do that other asset classes can't do
  • how annuities can protect one's lifestyle in retirement 

Please take a listen---and don't forget to subscribe to our podcast!

An Annuity is a long-term financial product designed largely for asset accumulation and retirement needs. All guarantees are backed by the claims-paying ability of the issuing insurance company.

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The Money HuddleBy Vertex Capital Advisors

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