Annuities
Find out whether an annuity fits you
Annuities come in several kinds, and the same product plays out differently depending on your age and when you plan to retire. I do not start by naming a product. I start with what you have and when you plan to use it, then compare the options in numbers.
Monica Kim
17년 경력 · Annuity & Long-Term Care Specialist
- Can I still qualify at my age?
- Every product sets its own age limits. Some accept applicants into their early eighties, others close in your sixties. Tell me your age and I will narrow it to what is actually open to you.
- Can I lose money?
- Fixed and indexed annuities are built so a falling market does not reduce your principal. Variable annuities are a different thing. Check which kind you are being shown.
- Who pays your fee?
- You pay nothing for the conversation. If a policy is issued, the carrier pays the agent.
One question is enough to start
A consultation does not oblige you to buy anything. Putting your situation in order is my job.
- 1
Call or email
Leave just a name and a number, and I will call you back.
- 2
We talk it through
Not a product pitch. I start with where you stand and what you want to know. Office visit or phone, whichever is easier.
- 3
You decide in your own time
I show you the carriers side by side. Talking it over with your family first is never too late.
