Invest in a secure future.
Annuities provided by Parker-Douglas Insurance.
Annuities can be a valuable investment, but there are risks to consider. Our experts will help you decipher the different types of annuities so you can decide whether this type of investment is right for you.
How do they work?
Annuities are the main way of turning a pot of cash into an income stream. In very simple terms, they work like a life insurance policy in reverse–you pay them a lump sum upfront, then they pay you regularly.
Are they the right investment for you?
Whether annuities are right for you and what level of risk is appropriate will depend on your financial circumstances. You’ll also need to carefully consider the tax implications, particularly if you want to retire early.
Contact us today to discuss your options.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and the federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge, Parker-Douglas Insurance, and Parker-Douglas Wealth Management are not affiliated.
We work alongside Parker-Douglas Wealth Management (PDWM), whose team can offer annuity services. Cambridge, Parker-Douglas Insurance, and Parker-Douglas Wealth Management are not affiliated.
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