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Did You Know?

That in 2008, the total average expense difference between variable annuities and mutual funds was 1.18%
That, as of the fourth quarter 2008, the combined net assets of U.S. variable annuities were valued at $1.2 trillion?
In 2008 fixed annuity assets valued at 556 billion a 9% increase from 2007?
In 2009, the contribution limits range from $5,000-$6,000 for an IRA, $16,500-$22,000 for a 401k and $200,000 plus for a non-qualified annuity?
That the average number of funds per variable annuity contract was 51, in 2008 with an average contract value of $49,200?

Advisors

High-Level Professional Resources

What Questions Should be Asked when Interviewing an Advisor?

01.11.2009

A critical component of preparing for a secure retirement is the advice and counsel of a financial advisor. In seeking your financial advisor you should have a clear picture of the person's training, experience, objectivity, and potential conflicts of interest. The following checklist, which you should print out, which provides you with the questions you should ask in selecting the right person.

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