Fixed Index Annuities

How to buy an annuity

A financial professional will be with you every step of the way to help you prepare for the future.

• • Assess

  • During your initial phone call, your financial professional will ask you questions to understand your financial goals and objectives.

• • Recommend

  • After looking at your entire financial picture, your financial professional will provide you with options so you can choose the products and financial planning strategies that are best suited for your situation.

• • Purchase

  • If you're satisfied with the recommendations, your financial professional will secure the products and services to help ensure your financial future.

• • Review

  • Your financial professional can work with you over time through periodic reviews to help you monitor the strategies in place, and their capacity to continuously meet your goals.