Back to Annuity Basics:
What it is and do you need one?

If you don’t have access to an employer-sponsored retirement plan, or you do but have maxed out your annual contributions, an annuity—a tax-deferred long-term investment contract—may be the addition to your retirement savings strategy.

Annuities come in all shapes and sizes, and like most investment options, aren’t for everyone. There are definitely many things to consider: how they work, payout options, the best kind of annuity for you, etc. Additionally, analyzing specific terms and/or potential limitations is important when choosing the right insurance partner.

Join Sentinel Benefits’ experts at this live webinar as they bring annuities back to basics:

  • What is an annuity and why you may want to consider one
  • Annuities vs. 401(k)s and IRAs
  • The various kinds of annuities
  • Associated fees and expenses
  • Payment options, riders and additional considerations

Presenters:
Ara Diloyan
Senior Client Associate, Personal Investment Services
Jeff Realejo 
Investment Consultant, Personal Investment Services

Webinar Recording
Slide Deck