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Understanding Annuities – Educational Workshop

June 26, 2019 @ 3:00 pm - 4:00 pm

What is an annuity?

  • How can I know if an annuity fits in my portfolio?
  • What is the difference between Variable, Fixed, and Fixed Indexed Annuities?
  • What are the risks affiliated with annuities?
  • What are the advantages and disadvantages of annuities?
  • How can I decipher is my current annuity is profitable for my portfolio?
  • How do I get out of a BAD annuity?
  • Can I invest my IRA in an annuity?
  • How can I generate income from an annuity?

Coffee, tea, pies, and pastries will be served as a light refreshment during the event.

Disclosure: The guarantees of any contracts are contingent on the claims-paying ability of the issuing insurance company. Annuity withdrawals are taxed as ordinary income and may be subject to a 10% federal penalty if made prior to age 59 ½. Surrender charges may also apply during the policy’s early years.


    June 26, 2019
    3:00 pm - 4:00 pm
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    Jim Kersey


    Rocklin Public Library
    4890 Granite Drive
    Rocklin, CA 95677 United States
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