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Understanding Annuities

There are three types of annuities – fixed, variable, and equity-indexed. Be sure to carefully review contracts.

Items for use during week of Nov. 5:

Radio Vignette

2:30 minutes:
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Public Service Announcement

60 seconds:
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News Release: Annuities — Investing for Future Retirement

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For More Information

Mutual Funds: Maybe All You'll Ever Need

A Primer for Investing in Bonds

The Basics for Investing in Stocks

Beginner’s Guide to Asset Allocation, Diversification, and Rebalancing

Five Keys to Investing Success

Using Annuities to Invest for Future Retirement

Typical annuities offer tax-deferred growth of earnings.  But be sure to understand all tax consequences and fees and other expenses.

Items for use during week of Nov. 12:

Radio Vignette

2:35 minutes:
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Public Service Announcement

60 seconds:
Stream | Download | Transcript

News Release: Annuities — Investing for Future Retirement

(This news release also was used with the materials for the week of Nov 5.)  View online | Download

Mutual Funds Give Investors Many Advantages

Mutual funds provide many advantages for individual investors, including diversification and the skills of professional managers. But the choices can be overwhelming.

Items for use during week of Nov. 19:

Radio Vignette

2:15 minutes:
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Public Service Announcement

60 seconds:
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News Release: Mutual Funds Give Investors Many Advantages

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Mutual Funds Require Some Study

When you invest in mutual funds you are investing in someone else’s expertise and that means annual management fees. Compare all the costs of owning different mutual funds before you buy.

Items for use during week of Nov. 26:

Radio Vignette

2:30 minutes:
Stream | Download | Transcript

Public Service Announcement

60 seconds:
Stream | Download | Transcript

News Release: Mutual Funds Give Investors Many Advantages

(This news release also was used with the materials for the week of Nov 19.) View online | Download

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