An Educational Seminar on Appropriate and Inappropriate Uses of Annuities

Income Annuities are the only financial instrument that can guarantee income for as long as you live – no matter how long you live. This “lunch and learn” session will provide objective information on the use and abuse of annuities in retirement income planning, including the discussion of the following key issues:

– Both accumulation and income annuities may have a place in your retirement planning – but determining that requires a detailed understanding of whether the subjective appeal is consistent with your planning and investing strategies.

– Annuities can be extremely complicated, and you should never acquire a financial product you don’t understand.

– Annuities are long-term financial commitments for both the consumer and the insurance carrier; financial strength is an important aspect of considering these products.

Space is limited, and reservations are required.
May 31, 2012, 12 pm to 1:30 pm. Lunch will be provided.
For inquiries and/or reservations, email for more information.

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