Free checklist
Questions to ask before you buy an annuity
One page you can print and bring to any appointment, with any agent. Ten questions, with a place to write the answers down.
What's on it
- How long the surrender period lasts, and what the charges are each year
- What a rider costs and what it really guarantees
- How to check the insurance company's financial strength
- How withdrawals are taxed, and what your beneficiaries receive
- How the agent is paid, and what the alternatives are
I'm Dan Huslin, a licensed insurance agent in San Diego. I wrote this because these are the questions I'd want answered before committing retirement savings. I'll also send you a few short follow-up emails over the next week. Reply "stop" at any time.