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Annuities: The Good, the Bad, and the Ugly

ANNUITIES: THE GOOD, THE BAD, AND THE UGLY

Cost Free
Presentation Length 1.5 hours

Recorded DateApril 5, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

If the idea of reducing the risk of outliving your money in retirement sounds appealing, you won’t want to miss this webinar.  The guarantees, including a potential lifetime income, offered by annuities may sound like the key to a comfortable retirement, however, the reality is not that simple. While annuities can sometimes offer lifetime income, they are complex contracts that can be wrought with pitfalls. In some cases, long-term outcomes can be disappointing if not downright dangerous to your retirement.

In 2020, over $219 billion went into annuities according to LIMRA’s estimates. But, sadly, many of those who purchased them cannot confidently answer 7 of the most basic and important questions about their contracts.

During this webinar, we will cover the different types of annuities and their trade-offs. We will also discuss alternative strategies to generate income in retirement. If you currently own an annuity or are considering buying one, Terri McGray, CFP, AIF, president and founder of Longevity Capital Management will share her 30 year+ of experience and know-how with the good, the bad, and the ugly of annuities. Her aim is to provide an insightful view into these products, including the 7 most basic questions you should ask before you invest in an annuity.

Learning Objectives:


  • Review how to evaluate income options for your retirement

  • Identify what exactly is an annuity

  • Recognize if an annuity is right for you

  • Summarize the situations where an annuity may not be the best choice

  • Define the features, benefit options, and advantages of annuities

  • Identify why annuities are so popular

  • Review the drawbacks, especially those that may not be so obvious

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Terri McGray, president of Longevity Capital Management LLC, the Retire Right company, has over thirty-five years of experience in holistic retirement planning. Excellence isn’t just a goal—it’s the standard at the company she founded, Longevity Capital Management LLC. She and her highly specialized team don’t just help clients aim for retirement success; they redefine it. Their focus is sharp and their mission clear: to make retirement the pinnacle of one’s financial journey. Leveraging cutting-edge strategies and state-of-the-art technology, they deliver a unique holistic financial planning integrated with dynamic portfolio management to expertly guide CPAs and other busy professionals transition into retirement.

Mrs. McGray is more than a leader; she’s a champion of retirement success. As an educator, author of Retire Ready, and a sought-after speaker, she has taken the stage at the LA Accounting & Finance Show, CA HR Professional Conference, and numerous other prestigious venues across the U.S., addressing the national retirement crisis and the real challenges of achieving retirement success and solutions to drive positive outcomes.

About Our Presenter

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Longevity Capital Management LLC is an independent financial services firm built on over thirty years of experience helping individuals, families and business owners prepare for retirement and manage their financial future. Their advisors are seasoned specialists providing comprehensive asset management and financial services. If you have a specific service you need, including a second opinion or review of your current plan, they can provide a la carte services, as well.

Their mission is to create strong client relationships that stand the test of time, make a difference in their client’s lives and provide independent ideas.