Annuities unique to you.

Annuities can be a valuable investment, but there are risks to consider. Our experts will help you decipher the different types of annuities so you can decide whether this type of investment is right for you.

How do they work?

Annuities are the main way of turning a pot of cash into an income stream. In very simple terms, they work like a life insurance policy in reverse–you pay them a lump sum upfront, then they pay you regularly until you die.

What are the risks involved?

The main risk with annuities is that you die early and, thus, don’t receive as much money back as you paid upfront.

Are they the right investment for you?

Whether annuities are right for you and what level of risk is appropriate will depend on your financial circumstances. You’ll also need to carefully consider the tax implications, particularly if you want to retire early.

Contact us today to discuss your options.

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