Home / Insights
Insights
Plain-language guides for annuity owners.
Written by the firm. No product to sell at the end.
Surrender chargesWhat a surrender charge is, and when it ends
Your optionsFour things you can do with an annuity you already own
Before you signQuestions to ask before replacing one annuity with another
RidersThe “benefit base” is not your money. Here’s what it is
Red flagsSeven warning signs in how an annuity was sold
For familiesHelping a parent with an annuity: where to start
Free consumer guide
Stuck in an annuity?
28 pages on what it costs to get out, when that cost drops and every option you have.
Get the free guide