Understanding and Interpreting Annuities and Annuity Contracts

Hosted by Jason Rizkallah, CFP, RICP

Annuities can be incredibly powerful retirement planning tools. And while there are many different types of annuities, they are not always known for being particularly easy to understand. Even the most simple income annuity can become a maze of legalese when you read through the contract – let alone variable or fixed index annuities. But like any contract, especially one that you are counting on to fund your income in retirement, it is important that you know what you are agreeing to.

Full Access only $99

Workshop Instructor

JASON RIZKALLAH, CFP®, RICP®

In this workshop Jason will detail:

Common Annuity Myths and Pitfalls
Breaking Down the most Popular Types of Annuities
Understanding Single Premium Immediate Annuities
Making Sense of Variable and Fixed Index Annuities
Understanding potential Issues in an Annuity and Making Changes

Full Access only $99

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