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Tag Archive: goals of the different annuity types

Which Type of Annuity Fits Your Goals?

John CasaSanta

We often hear the expression that an educated consumer is the best consumer. I believe this holds true, whether someone is purchasing an appliance or an annuity. When visiting a client for the first time, after a discussion of goals and objectives, I like to explain the four types of annuities. Immediate Annuity – This is similar to a personal pension and the most traditional form of an annuity. When you implement an immediate annuity, you will receive a set amount of money for a...

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