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

Your Presenter

Andrew Whalen
CEO
Whalen Financial
  • Andrew Whalen
    CEO
    Whalen Financial