There are many different types of annuities to choose from. Since I am only interested in Senior Asset Protection, I only deal in Fixed, Indexed Annuities. Sometimes referred to as FIA’s. FIA’s can be designed to meet a number of needs, and the best way to determine which way will best suit your needs and lifestyle is to meet with an agent and go through a quick assessment.

The particulars of your lifestyle and needs will tell the agent which type of annuity will be most effective for you. She/he will take the information back to their office and look for the Company that will get you right where you want to be.

So whether you want to find a safe place to deposit your money, or you are looking for a lifetime stream of income; an Annuity may just be the answer for you.

First things first though. Do an assessment with a qualified insurance agent. Find out which product will do the job to meet your needs. The total process should take at least two, possibly three appointments. The investment in your time could very well be the difference between success and failure. Call me, I would be happy to provide you with an assessment and illustration of the product that meets your needs.

Tax Triangle - Tax Free Distributions