If the idea of reducing the risk of outliving your money in retirement sounds appealing, you won’t want to miss this webinar.  The guarantees, including a potential lifetime income, offered by annuities may sound like the key to a comfortable retirement, however, the reality is not that simple. While annuities can sometimes offer lifetime income, they are complex contracts that can be wrought with pitfalls. In some cases, long-term outcomes can be disappointing if not downright dangerous to your retirement.

In 2020, over $219 billion went into annuities according to LIMRA’s estimates. But, sadly, many of those who purchased them cannot confidently answer 7 of the most basic and important questions about their contracts.

During this webinar, we will cover the different types of annuities and their trade-offs. We will also discuss alternative strategies to generate income in retirement. If you currently own an annuity or are considering buying one, Terri McGray, CFP, AIF, president and founder of Longevity Capital Management will share her 30 year+ of experience and know-how with the good, the bad, and the ugly of annuities. Her aim is to provide an insightful view into these products, including the 7 most basic questions you should ask before you invest in an annuity.

Learning Objectives:

• Review how to evaluate income options for your retirement


• Identify what exactly is an annuity


• Recognize if an annuity is right for you


• Summarize the situations where an annuity may not be the best choice


• Define the features, benefit options, and advantages of annuities


• Identify why annuities are so popular


• Review the drawbacks, especially those that may not be so obvious