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An annuity is a contract with an insurer. Features, costs, benefits and risks differ by product. Confirm the written terms before relying on an illustration or marketing description.
Ask about surrender charges, withdrawal restrictions, fees, tax implications and optional riders. Consider the effect on funds you may need for other purposes.
Describe your questions through our retirement inquiry. An inquiry does not recommend a transaction or guarantee availability.
Read the SEC investor overview and NAIC annuity information.
Review guarantees and conditions.
Understand charges and liquidity limits.
Compare the terms with your goals.
Guarantees depend on the insurer’s claims-paying ability and the contract terms. An annuity is not a bank deposit. Review financial-strength and product information with a qualified professional.
Access depends on the contract. Withdrawals can involve surrender charges, taxes, penalties or loss of benefits. Review liquidity needs before committing funds.
Timing depends on your goals, liquidity needs and existing arrangements. Obtain an individual review before purchasing, replacing or surrendering a contract.
Ask about contract terms, costs, liquidity and how a proposed product relates to your goals.