Can you look at this statement and tell me what the heck this is?

The statement is for an annuity. The question came from someone who called into our office.

Think about what they were asking. Someone had convinced them (sometime in the past) to commit some of their retirement savings to an account they really did not understand.

And their question also suggests that whatever financial firm had helped them initially had disappeared after the sale.

We helped them review their annuity. They learned how their account works (they have four years left earning 2.1% per year) and what their options are if they need any money out of the annuity.

We understand that our primary job is to educate.

While neither a Multi-Year Guaranteed Annuity or a Fixed Indexed Annuity is a complicated product, we do believe in starting with the basics.

The who’s, what’s and where’s. Clearly explained.

We also believe in being ethical in all our dealings.

Full disclosure. Every important detail discussed.

And then if you decide an annuity is right for you, we make purchasing an annuity easy. Your preference- we can complete the whole process all online and over the phone or, if you prefer, face-to-face.

We then make owning an annuity a great experience. Annual reviews on the anniversary. IRA RMD consultation early or late in the year. Annual tax and retIrement reference PDFs sent. Our Wednesday Newsletter full of current information.

You deserve the best in every aspect of including an annuity in your retirement savings plan- the quality of the education on your annuity options, best-in-class annuities, and lifetime service on your account.

We look forward to having a conversation with you.