Independent Resources
When buying an annuity, the quality of information and advice you receive is very important. They can be complex products, but can also be very helpful if you buy the correct one that fits your needs.
Suitability, risks, and fees are some of the factors to discuss with your licensed agent, provided by The Annuity Guide.
It is important to us that we provide full transparency to you when selecting an annuity.
Regulatory Information
We are providing regulatory and compliance information that regulates and supervises professionals in our industry.
NAIC Buyers Guide
The National Association of Insurance Commissioners Buyers Guide can be a helpful tool when learning about the different types of annuities available.
This document can be found at:
https://content.naic.org/sites/default/files/publication-anb-lp-consumer-annuities-fixed.pdf
U.S. SEC
The United States Securities and Exchange Commission also provides some quality information on annuity basics.
This can be found at:
FINRA
The Financial Industry Regulatory Authority also offers a helpful breakdown of annuity essentials.
This can be found at:
https://www.finra.org/investors/investing/investment-products/annuities
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