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Does an Annuity Fit in Your Financial Plan?

Writer's picture: Derick CoffeyDerick Coffey

The point of an annuity is to buy protection for your assets and/or income, using a portion of your assets. This checklist is a good reference when deciding if an annuity is right for you.


There are many types of annuities to choose from. If you think an annuity may be right for you, just remember annuities are insurance products and the salesperson will most likely receive a commission.



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