Annuity Update May 200

ANNUITY MARKETPLACE UPDATE MAY 2022

Annuities, as you know are deferral instruments designed for specific problems.

Today’s marketplace provides us:

A++ rated carrier

7- year surrender (relatively short)

Annual s&p point to point cap is 6.10%

Annual s&p point to point uncapped is 38%

Fixed account is 3.20%

Something to think about………………….

“Kiplinger” says retirees with guaranteed monthly income live longer happier, healthier, and longer lives.  Income gap planning is one spot where annuities have a place. 

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