Annuities Resources

Annuities Purchase Checklist

Questions to ask an agent or agency when considering the purchase of an annuity.

Annuity Overview, U.S. Securities and Exchange Commission
Investor Bulletin: Indexed Annuities, U.S. Securities and Exchange Commission
Variable Annuity: What You Should Know, U.S. Securities and Exchange Commission
Should You Exchange Your Life Insurance Policy?, FINRA
Should You Exchange Your Variable Annuity?, FINRA
Variable Annuities: Beyond the Hard Sell, FINRA