Frequently Asked Questions
Do I need an annuity if I already have a retirement account?
Annuities complement retirement accounts by guaranteeing income. While 401(k)s and IRAs grow your savings, annuities help ensure you won’t outlive your money.
Are annuities safe?
Yes. Fixed and indexed annuities are backed by the issuing insurance company.
When should I buy an annuity?
It depends on your financial goals. Some people buy annuities at retirement, while others invest earlier to lock in growth and future income. Chris can help you time your purchase.
Can I withdraw money early?
Most annuities have surrender periods where early withdrawals may result in penalties. However, many allow partial withdrawals after the first year. It’s important to understand the terms before buying.

