Hybrid vs. Traditional Annuities

The Basics of Fixed Index Annuities

Due to the vast variety of annuity types along with numerous costs, benefits and riders available in the marketplace, we believe our clients should be educated on the various types of annuities to make the most informed decision to help them achieve their retirement goals. Whether it’s a Fixed Indexed Annuity or a Traditional Annuity, here are some things to consider when choosing an annuity:


  • Long Term Care
  • In-Home Care
  • Death Benefit
  • Guaranteed Lifetime Income
  • RMD Strategies
  • Pension / 401k / IRA Rollovers
  • Hybrid Insurance
  • Remove Market Risk on Principal

*Video provided by the Indexed Annuity Leadership Council