The Drawer Keeper. The Highlighter. "My Guy Handles It." The Big Number Fan. The Happy Camper. Every family has one.
Tap your answers. In about a minute you'll get your type, what you're doing right, and the one thing worth checking.
Every one of them is a perfectly good way to own an annuity. Each one just has a different blind spot.
Annuity paperwork is long and hard to read. That's not a you problem. That's a paperwork problem.
Many annuities are doing exactly what they were bought to do. This quiz is a friendly way to spot the one thing worth a second look. If you ever want help, The Annuity Audit Team will review your statement for free.