Annuities – What are they really?

Annuities – What are they really?

Join Margaret Wittkopp and Jim Rosetti in today’s episode, they discuss the definition of annuity and how this investment vehicle may or may not belong in your portfolio.


(1:18) Listener’s Corner

(2:20) Defining annuity

(8:45) Diversified portfolio is better against inflation over time

(9:50) Can annuities be a good idea?

(12:58) Indexed annuities and guarantees

(16:27) Getting out early and penalties

(22:42) The market as your friend

(23:20) Caution, caution, caution



Key Links:

Veritas Financial Services, LLC Website:

Two-day seminar provides an extraordinary financial education opportunity called the American Dream Experience (Event link)