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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