Masterclass: How To Make Your Annuity Work For You Again

ABOUT THIS WEBINAR
A class for existing annuity owners.

Is Your Annuity Aligned To Be Able To Help You Accomplish Your Goals?

For many people, their annuity is a mystery.

Most annuity owners don't fully understand how their annuity works or how to go about using it.
 
The first step in this process is to understand what you want your annuity to accomplish for you. In this course, we'll go over the common uses for annuities and which types of annuities are geared towards each purpose.
 
The second step is to understand how your annuity works, so you can determine whether it's aligned to be able to help you accomplish your goals (and if so, how to go about using it).
  
This course is designed to educate you on some of the more important things you'll need to know regarding your annuity options.
 
You will learn how to determine what type of annuity you own (there are 3 types), what options are available to you going forward, and how to determine your best course of action.
AGENDA
  • What type of annuity do I own?  We'll go over the 3 main types of annuities and how to determine which one you own.
  • What if I'm married? Learn how to make sure your spouse is taken care of.  We'll go over some common mistakes with how policies are set up for married couples, which could leave the spouse without survivor benefits.
  • What are the fees?  Sometimes, the fees you pay are shown on your annual statement.  But many times, there are hidden fees buried in contract language that you'll only see if you know where to look. 
  • Why is my annuity under-performing?  We'll go over the most common reasons for this and why the "guarantees" you bought into might not really be what you thought.
  • What are my options? We'll cover the 3 possible courses of action: Use it, exchange it, or cash it.  And cover pros and cons of each option.
ADDITIONAL INFO
  • Duration: 1 hour
  • Price: Free
  • Language: English
  • Who can attend? Everyone
  • Dial-in available? (listen only): Not available.
FEATURED PRESENTERS
  • 1615945455-a116c3c64f2a4b31

    Reno Frazzitta, CFP

    Founder, Smart Money Financial Advisors
    Reno Frazzitta is a Certified Financial Planner® and leading financial planning professional who assists with estate and retirement planning. Reno has been educating on a variety of retirement-related topics for many years. He works with...
    Full Profile
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