Annuity Suitability


Is an Annuity right for you?

First, does any of this describe your current situation and retirement income plans?


You’ve successfully saved for retirement and grown you savings over the years.  But now you need to switch from offense to defense. Are you unsure how to switch from an accumulation and growth mode, to an income and preservation mode?

Capital Preservation:

The stock market and real estate investments have taken dramatic nosedives. Are you concerned about protecting your savings while still earning a reasonable return?


The nosedive of the last year has left you shaken. Are you concerned about losing your retirement savings in a market downturn?

These brief points can help answer the question “Is an Annuity Right for Me?”  If you feel an Annuity makes sense, allow yourself time to make Informed Decision. Please utilize all our resources to help make this important decision.

Step #1 is to sign up for our Free Annuity Report . This free report is available to help you understand these popular products, and outlines in detail the decision process and critical factors necessary in buying an Annuity. Simply fill in your name and email and we’ll send it to you right away.

Step #2 is an Appointment.  These simple questions help us see if an Annuity is right for you, and help us to design an Annuity solution for your needs. We give you the tools to make an informed decision, and we can recommend annuities that meet your specific needs.

You will find our recommended products and companies come with the best combination of Safety, Flexibility, and Profitability for your situation. Annuity Straight Talk is a resource for you.  Don’t hesitate to ask for help .

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