#112 Cary Boring - Annuities: The Good, The Bad and The Ugly


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Annuities are very misunderstood. What kind do you go into? What are they for exactly? Can they grow significantly for retirement? There are so many options, some not good at all and some very good depending on where you are in your planning. It’s important to sit down with someone who really understands the Annuities so that you match your needs with the right vehicle.

Certified Financial Planner, Cary Boring from Trilogy Financial in Huntington Beach California came on the show to educate us on the good, the bad and the ugly in the realm of annuities. Here’s just some of the things Dino and Cary talked about.

  1. What type of Annuities are available and why would you choose one of another?
  2. How does the guarantee work with and Annuity?
  3. Is there a minimum buy in to an Annuity?
  4. What age groups benefit most from Annuities?
  5. What should a client look at to be sure that they’re getting the right Annuity?

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