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A Resource for Your Clients

Did You Know?

  • That in 2008, the total average expense difference between variable annuities and mutual funds was 1.18%
  • That, as of the fourth quarter 2008, the combined net assets of U.S. variable annuities were valued at $1.2 trillion?
  • In 2008 fixed annuity assets valued at 556 billion a 9% increase from 2007?
  • In 2009, the contribution limits range from $5,000-$6,000 for an IRA, $16,500-$22,000 for a 401k and $200,000 plus for a non-qualified annuity?
  • That the average number of funds per variable annuity contract was 51, in 2008 with an average contract value of $49,200?
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Bullet-titleConsumers

Tools to Assist in Your Investment Decisions

CDs vs. Annuities — Which are Right for You?

Mark Czachowski
Effingham Herald
12.04.2008

This article offers a clear comparison of the two products including protections, interest return, tax effects and how to maximize every dollar to the best advantage.

 

To view this article, click here.

 


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