Annuity checklist

Whether you are thinking about purchasing an annuity or just wanting to learn more about them, this checklist can help you understand how they work, what the fees are and how long it might take before you can start receiving income.

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What’s covered in this checklist?
This checklist will define immediate, deferred, fixed, and variable annuities and will outline the general descriptions of each.

What is an annuity?

The type of annuity that would be most suitable for your financial situation depends on a variety of factors.

For example, are you looking for help offsetting long-term care expenses or steady, guaranteed income for life? This checklist will define immediate, deferred, fixed, and variable annuities and will outline the general descriptions of each.

What are the fees associated with an annuity?

This checklist will discuss some of the different fees and charges that may be associated with these products, such as insurance-related fees and penalties for withdrawing early.

What if I need access to the
principal in my annuity?

Most annuities offer options that allow you to withdraw a percentage of your contract value each year up to a certain limit. However, early withdrawals could have consequences. This checklist can help explain some of the possible effects of early withdrawals.

How long will I be able to receive income from my annuity?

Annuities pay income in a variety of ways. In some cases, annuities may provide guaranteed income for life. After reading this checklist, you'll learn some of the various payout options available.

Guarantees and protections provided by insurance products including annuities are backed by the financial strength and claims paying ability of the issuing insurance carrier.

By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize insurance and investment products.

Securities offered through Kalos Capital, Inc. and Investment Advisory Services offered through Kalos Management, Inc., both at 11525 Park Woods Circle, Alpharetta, Georgia 30005, (678) 356-1100. Retirement Income Strategies is not an affiliate or subsidiary of Kalos Capital, Inc. or Kalos Management, Inc.

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