(952) 401-1671
Call now for your free consultation meeting!

Annuity Questions Answered

Download our FREE
Annuity Checklist

This checklist can help address your annuity questions. Enter your information below, and we'll send you your free checklist.

Your Name: Email:
  • Meet Dale Tondryk
    2016 5 Star Wealth Manager

    Financial professional Dale Tondryk can help you manage your money and craft an income strategy, which may involve the purchase of insurance products, to help you accomplish everything your future holds.

    To schedule an appointment to learn more about how we can help you with your overall retirement strategy, call 952-401-1671 or email dale@tondrykfinancial.com today!

    Tune in to Dale's radio show, Financial Symphony, every Sunday morning at 9 a.m.

    What’s covered in this checklist?
    This checklist will define an immediate, deferred, fixed, and variable annuity and will outline the general descriptions of each.

    What is an annuity?

    The type of annuity that would be most suitable for your financial situation depends on a variety of factors.

    For example, are you looking to help offset long-term care expenses or steady, guaranteed income for life? This checklist will define an immediate, deferred, fixed, and variable annuity and will outline the general descriptions of each.

    What are the fees associated with an annuity?

    This checklist will discuss some of the different fees and charges that may be associated with these products, such as insurance-related fees and penalties for withdrawing early.

    What if I need access to the
    principal in my annuity?

    Most annuities offer options that allow you to withdraw a percentage of your contract value each year up to a certain limit. However, early withdrawals could have consequences. This checklist can help explain some of the possible effects of early withdrawals.

    How long will I be able to receive income from my annuity?

    Annuities pay income in a variety of ways. In some cases, annuities may provide guaranteed income for life. After reading this checklist, you'll learn some of the various payout options available.

    Guarantees and protections provided by insurance products including annuities are backed by the financial strength and claims paying ability of the issuing insurance carrier.

    By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize insurance and investment products.

    All written content on this site is for information purposes only. Opinions expressed herein are solely those of “Tondryk Wealth Management, LLC, a Registered Investment Advisor in the State of Minnesota. (Registration does not imply a certain level of skill or training) Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Minnesota or where otherwise legally permitted.

    Tondryk Wealth Management, LLC | Phone: (952) 401-1671 | Email: dale@tondrykfinancial.com

    Privacy Policy | Terms and Conditions