Annuity Topics and Long Term Care

June 9, 2018

Jim and Chris discuss annuity details common to all annuities, as well as noting differences between different types.  Jim spends some more time on the specifics of Flexible Premium Deferred Annuities, along with how different annuities have different funding requirements, benefit types, etc.  Jim talks briefly about income riders on annuities and how they impact your required minimum distribution.  Jim, Chris and Justin then answer a Maryland listener’s email regarding Long Term Care and retirement planning.

Check out the background of firms and investment professionals on FINRA’s BrokerCheck.

Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

Jim Saulnier, Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: CO, IA, IN, MA, NY, TN, TX, WI and WY. No offers may be made to or accepted from any resident outside the specific states mentioned. Jim Saulnier, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning services offered through Jim Saulnier and Associates, LLC., a Registered Investment Advisor. Cambridge and Jim Saulnier & Associates, LLC are not affiliated.