Episode 31: Annuities: Love ’em? Hate ’em? Understand ’em?

Mar 2, 2023

Most people have a love/hate relationship with annuities. And it is likely that many people don’t understand them, either. In her new book, “Retire Your Fear, Plan Your Future,” Kelly Kelly, president and CEO of Kelly Financial Services, helps you view annuities from a more objective perspective. They are not for everybody. But they can be an effective tool.

Here are just a handful of the things that we'll discuss:

  1. Riders on contracts can provide an opportunity to customize individual needs.
  2. Annuities are really risk management products; another means to generate income.
  3. Does it make sense for you to shift risk off your personal balance sheet to that of an insurance company?


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