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 Marlton, NJ - Safe Money Resource. Brent has assisted in directing billions of dollars into the right conservative strategies. 

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. 

ABOUT THE AUTHOR, BRENT MEYER

BRIEF TABLE OF CONTENTS

WHAT READERS SAID ABOUT THIS BOOK

Also when you request your free personalized copy, you'll get two exclusive information guides: 
"The New Retirement Report" and "The Retirement Simplified Roadmap." 
They are given at no cost or obligation to newsletter and information subscribers.

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

Copyright 2022 SafeMoney.com. All rights reserved. 

By clicking the submit button, you are accepting this offer. Clicking the button gives us expressed written consent to contact you at the phone number given (even if it is a mobile phone number) to discuss your retirement planning or other financial planning needs. A licensed insurance agent may contact you about your annuity options or about other insurance products.

By clicking the button, you also agree that we may use a computer or other automatic dialing technology to contact you. Even if automated dialing is used, there will be a human, not a recorded message, on the phone when you answer. Accepting this offer is not a condition of any purchase.  

Annuity guarantees depend on the financial strength and claims-paying ability of the insurance company issuing the annuity contract. They are not insured by any bank, by the FDIC, or by the NCUSIF. Not insured by any federal government agency.

SafeMoney.com offers independent annuity and life insurance product information to the public, and is not a licensed insurance agent or agency. Nothing on this website is a recommendation to buy or sell an annuity or life insurance product. All website content is for educational purposes only. No product companies have endorsed the reviews on this site, nor is SafeMoney.com compensated for reviews.

SafeMoney.com does not rate or endorse any specific product, insurance agent or agency and does not warrant any information on this web site. SafeMoney.com does not provide tax, legal, accounting, fiscal, or investment advice. SafeMoney.com claims no liability for any actions or advice given or decisions made in conjunction with this website or the agents on this website. It is your responsibility to research and consult with a licensed financial services professional about your personal situation before making any financial decisions.

The material on this website is for informational and educational purposes only. It is not intended to be and should not be understood to be investment, tax or legal advice. Please consult with qualified professionals in these areas regarding your situation.

Barry G.

"SafeMoney.com's information has helped me understand the importance of safety and income."

Gladys M.

"I found my answers at SafeMoney.com, and I am so happy I did."