Annuities Explained: A Plain-English Workshop
What annuities are, the main types, and how to tell if one fits.
There's a lot of noise around annuities — some of it overly negative, some of it overly rosy. The truth is they're a tool, and like any tool they fit some situations and not others.
As an independent insurance professional, Tim works with many carriers and isn't tied to any one company's products. In this educational session he explains the major annuity types in plain English, the costs and trade-offs of each, and the questions to ask before considering one.
What We'll Cover
- Fixed, fixed-indexed, and variable annuities — the differences
- How guarantees work and what they're actually backed by
- Fees, surrender periods, and the fine print to read
- Who annuities tend to fit — and who they don't
- Open Q&A
What You'll Walk Away With
- A working understanding of the main annuity types
- A checklist of questions to ask before buying anything
- How to read the key terms in a contract
Reserve Your Spot
By registering, you agree to be contacted by Tim Hartle at PGW Financial Wealth Advisors. Educational only; no products are sold at this workshop.
Workshops are educational and free to attend. Tim Hartle is an independent insurance professional. Sessions are for informational purposes only and do not constitute financial, tax, or legal advice. Any insurance product guarantees discussed are subject to the claims-paying ability of the issuing insurance company and are not FDIC insured.