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 |
