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THE ANNUITY INSIGHTS GUIDEBOOK
Avoid Costly Annuity Mistakes with This Guidebook!
Brent Meyer has spent almost two decades witnessing the financial services industry from the inside and building a network of trustworthy, independent licensed agents nationally. He owns SafeMoney.com and runs a boutique wealth planning brokerage firm in Cherry Hill, NJ - Safe Money Resource, Inc. Brent has assisted in directing billions of dollars into the right annuities. He likes to spend most of his time with his family, and he enjoys sharing his knowledge of retirement income planning and the financial industry with everyone.
At SafeMoney.com, we're passionate about helping retirees and pre-retirees through consumer education, non-biased advice, and personalized service. It's our wish that you do the best you can with the resources you have. Continue to educate yourself, and surround yourself with those who care about your financial well-being more than their own. Don't ever hesitate to reach out to us with questions by emailing brent@safemoney.com or by calling 877.GROW.SAFE (476.9723).
ABOUT THE AUTHOR, BRENT MEYER
BRIEF TABLE OF CONTENTS
WHAT READERS SAID ABOUT THIS BOOK
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Introduction
05
Will You Have Enough Income?
07
Why Do People Buy Annuities?
10
Five Types of Annuities
10
How Solid Are Annuity Guarantees?
20
Rules and Regulatory Bodies
21
Surplus Reserves and Solvency
23
Insurance Companies versus Banks
24
Annuitization and Income Riders:
28
Accumulation & Income Values?
31
Enhanced Benefit Riders?
36
Do Surrender Periods Matter?
38
Market Value Adjustments?
40
Annuity for Your Portfolio?
42
Better Your Retirement Strategy
43
Ask your Advisor the Right
Questions
45
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