Once you have decided than an annuity is the correct product for your situation, it is essential that you select an annuity policy with principal features that closely match your specific retirement and financial needs.
This is not an easy task, since there are thousands of policies when important variations are taken into account. Your selection task is further complicated by the fact that many annuity policy features can only be evaluated using quantitative methods. (Measured in numbers, such as: projected rate of return or the probability of producing an expected yield.) These kinds of quantitative evaluations require sophisticated calculations, such as provided in the calculators listed on the important links page.
A modern tax deferred annuity is a complex financial instrument with a great many contingency clauses and benefits. The best selection method is to compare policies feature to feature using a guide or template.
Click here to download our Annuity Comparison and Policy Analysis Guide Kit
Retirement planning is a highly technical task. We strongly urge our readers to work with an expert at matching your individual financial and retirement planning needs to the most appropriate annuity.
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