Today, we cover Part One of our two week discussion about annuities. We offer a high-level overview of each type so that you can have more confidence determining if an annuity is right for you, or just as importantly, if it's not right for your situation.

We also discuss some of the pros and cons of each, so that you can make the best educated decision for yourself.

Specifically covered in this episode include: income annuities (both immediate and deferred), fixed annuities, and indexed annuities.

Resources mentioned on today's show:

Annuities, the Good, the Bad, & the Ugly (podcast)

Annuities, the Good, the Bad, & the Ugly (newsletter article)

What is a Fiduciary?

About Me

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You can also find Loren at [email protected]

Additional Resources Discussed on the Show

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