Resource library
Annuities
Whether one fits, and how to review one you already own.
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4 resources
Annuities are among the harder products to evaluate, because the guarantees, fees, and surrender terms vary widely between contracts and are rarely comparable side by side.
These guides cover the common product types, whether an annuity fits a given plan, how to review a contract you already hold, and what a Section 1035 exchange involves.
Annuities
Common Types of Annuity Products
Income annuities, MYGAs, and variable annuities each work differently. See a plain-language comparison.
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Does an Annuity Fit Within My Financial Plan?
Annuities aren't right for every plan. See the questions worth answering before you consider one.
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What Issues Should I Consider When Doing a Section 1035 Exchange?
A 1035 exchange lets you swap policies without triggering current taxes. See what to consider before doing one.
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What Issues Should I Consider When Reviewing My Existing Annuity?
An annuity purchased years ago may no longer fit your plan. See what to check.
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