Currently, one of the most popular investments is an annuity. Historically, this was a contract with an insurance company which offered tax-deferred growth during an accumulation phase and payments to the owner for some period of years in the future. Things are not so simple now. More than any “packaged” investment, except perhaps the limited partnership, annuities are the least understood and most complicated offering available today. Knowing the “real” costs or the “real” growth rate of an annuity isn’t so easy any more.
Golin Consulting, LLC can answer your annuity questions with ease. Having positioned millions of dollars in annuity contracts over 25 years without ever a problem, we can crystallize the issues for you. We can show you the “real” cost and the “real growth rate. If you are contemplating or are in litigation because you own an annuity, let us review your contract. We can provide the expert guidance you need.
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Annuities | Bonds | Equities | Options
Plan Sponsor as Fiduciary | Retirement Plan Design |
