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Tag Archive: first question to ask about annuities

What Is The #1 Annuity Question You Need To Have An Answer For?

Stan The Annuity Man

Question: I am considering investing some of my portfolio in an annuity.  What is the #1 question that I need to ask myself, and answer, before purchasing? Charles G. from New York Answer: Your question is the “holy grail” of how to solve the annuity puzzle.  Too many times people will call me about annuities and start telling me about an annuity they have been pitched by an agent.  The few bullet points from the sales process that they hang on to is comical and...

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