Is An Annuity Right For You?
| Your Investment Goal | is an Annuity Right? |
|---|---|
| I need guaranteed income | Yes |
| I want to guarantee my principle and interest-earned against any loss | Yes |
| Leaving money to my heirs is important | Yes |
| I want to share in the gains of the stock market | Yes |
| I want tax deferred growth | Yes |
| I only want to make a short term investment | No |
| I have time to let my interest compound and grow | Yes |
| I need immediate monthly income from my investment | Yes |
| I want to avoid the risk of the stock market | Yes |
| I need immediate liquidity to more than 10% of my balance per year | No |
| I want to use this money before I'm 59.5 years old | No |
| I need an interest rate better than a bank saving account | Yes |
| I'm looking for a high risk for high return product | No |
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