Retirement Planning

16 Lessons

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Understanding Annuities

About Understanding Annuities

Everything you need to know about how annuities work so you can know whether or not one might make sense for you and your unique financial situation.

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Understanding Annuities

Why we created this course...

Lesson 1: Understanding Risk

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1.1: The Risks to Which Almost Everyone Is Exposed

1.2: The Risk Pyramid

Lesson 2: Annuity Basics

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2.1: The History of Annuities

2.2: Modern Annuities

Lesson 3: Different Kinds of Annuities

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3.1: Income Annuities (SPIA, DIA)

3.2: Fixed Annuities (Traditional, MYGA)

3.3: Fixed Index Annuities (FIA)

3.4: Variable Annuities (VA)

Lesson 4: Fixed Index Annuities

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4.1: How FIAs Grow

4.2: Too Good to Be True?

Lesson 5: The Negatives

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5.1: The "Negatives"

5.2: The Real Negatives

Lesson 6: Financial Planning Considerations

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6.1: Fixed Index Annuities as Your Bond Alternative

6.2: Visualizing the Impact on Your Financial Plan

6.3: Five Keys to a Successful Retirement

About Stephen Spicer

Stephen Spicer, CFP®, AEP®, CLU® is the founder and managing director of Spicer Capital, LLC. He is married to his high school sweetheart, and they have three amazing boys.

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