A Fiduciary’s Guide · 27 pages · Free
Is an Annuity Right for You?
Wealth protection, growth, and guaranteed income in retirement — weighed honestly
Guaranteed income sounds good. Here is how to weigh what it costs.
What this book is
Price the gap. Not the portfolio.
Annuities are the most oversold and most misunderstood tool in retirement finance — pitched to people who don’t need them, and never shown to some who do. Is an Annuity Right for You? starts where the seminar never does: with the one number an income annuity should be hired against.
You will come away knowing
- The gap — what it is, how it grows, and why it is the entire assignment
- What annuities do brilliantly, what they do badly, and how to tell which you’re buying
- The two lines on every illustration — and which one is in the contract
- The questions to ask — and the answers that should end the meeting
Contents
The chapters
The Steak Dinner Argument
What an Annuity Actually Is
The Risk You Cannot Diversify
The Village That Pooled Its Paychecks
Price the Gap, Not the Portfolio
The Paycheck Problem
The Menu, in Plain English
What “No Market Losses” Really Costs
The Honest Cons, All in One Room
Buying It Well
Where It Belongs — When It Belongs
An annuity is a tool, not a verdict — and tools are sized to jobs.
Free · PDF · 27 pages
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