| Print this page

Did You Know?

That, as of the first quarter 2011, the combined net assets of U.S. variable annuities were valued at nearly $1.6 trillion, an 11% increase from first quarter 2010 and the highest level ever recorded?
In 2010 fixed annuity assets were valued at $659 billion a 6% increase from 2009?
That in 2010, the total average expense difference between variable annuities and mutual funds was 1.01%?
In 2011, the contribution limits range from $5,000-$6,000 for an IRA, $16,500-$22,000 for a 401(k) and $200,000 plus for a non-qualified annuity?
That the average number of funds per variable annuity contract was 50 in 2010, of which 47% of assets were invested in equities, 11% in bonds, and 20% in fixed-rate accounts?
That the guaranteed lifetime withdrawal benefit was offered on 79% of variable annuities in 2011 and was elected by 65% of contract holders?
Boomers who own annuities have a higher confidence in retirement expectations, with 92% believing they are doing a good job in preparing for retirement?

Consumers

Tools to Assist in Your Investment Decisions

What Questions Should be Asked when Interviewing an Advisor?

01.17.2012

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.

Download PDF Version

<< Return to previous page