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Annuities 101 (Ep. 101)

Annuities 101 (Ep. 101)

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Let’s have a little refresher on what annuities are, and if you’ve never heard of them before, don’t worry! Peter breaks them down from the beginning.

In this episode, Peter Raskin takes us back to the classroom and covers some of the basics about annuities, starting with a recap of what an annuity is. He then dives into why someone should consider an annuity as part of their financial plan, what the different types of annuities are, what risks are involved with variable annuities, the pros and cons of annuities, what it costs to get one, and when an annuity might be appropriate for someone.

Peter discusses:

  • What an annuity is
  • Why you should consider an annuity as part of an overall financial plan
  • The different types of annuities
  • What risks are involved with variable annuities
  • What it costs to get an annuity
  • When an annuity might be appropriate for you
  • Some of the different concerns regarding annuities

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Disclosure: This is not intended to be a substitute for professional investment advice. Always seek the advice of your financial adviser or other qualified financial service providers with any questions you may have regarding your investment planning.

Peter Raskin is a registered representative of Lincoln Financial Advisors.

Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Raskin Planning Group is not an affiliate of Lincoln Financial Advisors.

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.

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