An Introduction to Annuities

Created: Business to Individual

Will your retirement savings be there for you? With each year, more baby boomers turn age 65 and face a retirement that may last 30 years or longer. But many of these new retirees will have to provide their own retirement income as fewer retirees have a traditional pension plan they can depend on as a source of income.

In this seminar on Annuity Basics, you’ll learn:

  • What an annuity is and how it can provide you with supplemental retirement income beyond traditional retirement sources such as IRAs and 401(k)s
  • The key features of immediate vs. deferred annuities and fixed vs. variable annuities
  • How to put money into and take money out of an annuity
  • The different types of payout options and factors affecting payouts
Schedule Program
James (Jay) Lindner, CFP®, ChFC®, CLU®
About James (Jay) Lindner, CFP®, ChFC®, CLU®
Retirement Strategies, Ltd. was founded with the goal of assisting each client in all aspects of their financial lives. We strive to maintain a reputation for excellence in our industry through high ethics and an educational process for all life events.