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Annuities Explained: MYGAs, FIAs, and SPIAs With Andrew Whalen
About this webinar
ome annuities solve real retirement problems. Others quietly destroy wealth. Andrew gives a fiduciary's view of which products fit which situations, what they cost, and the questions every retiree should ask before signing.
What you'll learn
Walk away knowing how to evaluate your own situation, not just rules of thumb. You'll learn:
The four main annuity types: SPIA, MYGA, FIA, and variable
When an annuity actually fits a retirement plan, and when it doesn't
How to read the contract: fees, surrender periods, and riders
MYGAs vs. CDs vs. bonds in today's rate environment
The fiduciary lens: why we recommend annuities sparingly
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Your Presenter
Andrew Whalen
CEO
Whalen Financial
Andrew Whalen
CEO
Whalen Financial
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