Is an Indexed Annuity Right for You?

How much of your monthly retirement paycheck do you want to be guaranteed?

That’s right. There are ways to have consistent, guaranteed sources of income in retirement. For example, an indexed annuity.

In this episode, Jeremy Keil speaks with Jeremy Lach, founder & CEO of Empire Marketing Partners, LLC, about the good, the bad, and the ugly of indexed annuities. In other words, they explain how indexed annuities can benefit your retirement and the costs associated with them, so you can make an informed decision.

They discuss:

  • How an indexed annuity works (key features and definitions)
  • Common myths about annuities
  • How to know if an indexed annuity is right for your financial situation
  • Simplified explanations for index tracking, cap rates, participation rates, and spreads (with examples)
  • How annuities help you participate in market gains without directly investing in stocks
  • And more!