Which perceptions of annuities are based on misinformation, and which are based on reality?
Annuity products often can be misunderstood — which may be in part due to a lack of education among consumers. The bottom line is that annuities may be an option that can help people meet their needs for retirement income. And, for other people, they may not be the right option. It’s important to understand the features, benefits and drawbacks of annuities to help determine if they fit your strategy.
We believe it’s an insurance agent’s responsibility to fully explain the product — and provide all the necessary information to help ensure the consumer knows everything they need to about the product they are buying. That’s why we offer the Annuities: Perception vs. Reality Brochure and Annuities Information Guide as tools to help you better understand annuities.
Access both tools in Generational Vault — which is secure, easy to set up and available at no cost. Just fill out the short form on this page to request your complimentary Generational Vault account. Once you enter your account, proceed to the Documents section on the left-hand side to pick up both the Annuities: Perception vs. Reality Brochure and Annuities Information Guide.