Index Annuity Tip Sheet

Don't buy that annuity before downloading our 7 tips!

* What rate of return can you expect from an index annuity?

* Does my agent/advisor have my best interests in mind or is it a big commission?

* Know which types of surrender fees to avoid; and

* Understand how much of your portfolio should be invested in annuities.

After helping clients and many blog readers, we created this tip sheet to help you.

Fee-only Financial Advisor since 1993