BACK TO BASICS

Sometimes it is important to go back and review the basics. I thought to refer you to this week’s article because I think it does a good job of highlighting some basic information about annuities. It talks about two categories of annuities, Fixed and Variable. The article states that a Fixed has a “Guaranteed minimum rate of return that never varies regardless of market swing. Insurance company assumes the risk; while a Variable has a “Variable rate of return depending on the stock, bond or money market investment. Consumer assumes the risk.” Call us once you’ve read the article and let us know if you have any questions. We’re happy to help you obtain all of the information you need to make the best decision for you and your family.

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WEEKLY NEWS

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One

Educate Yourself

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Two

Understand the Basics

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Three

Who's who in a Fixed Index Annuity

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Four

Understand the Benefits

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Five

Tax Deferral

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Six

Indexed Interest Potential

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Seven

Protection Benefits

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This commentary was created by a third-party for the Agent’s use. NTM 08-27.