Why We Don’t Sell Annuities

Annuities are complex insurance agreements sold by Insurance Companies in order to accumulate investment dollars and then immediately or in the future provide a “guaranteed” retirement income. The word “guarantee” is attractive to investors, but can be misleading as far as what is guaranteed?

Does the guarantee apply to:

  1. Rate of return.
  2. Your original investment dollars.
  3. The death benefit to your beneficiaries.
  4. The amount of the income payment.
  5. Asynthetic amount of money on which the payment is based.
  6. The length of time the payment will be made.

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W62N265 Washington Avenue
Cedarburg, WI 53012

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

*All investing involves risk including loss of principal. No strategy assures success or protects against loss.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: WI and MN.