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You are here: Home / Essential Annuity Tools / Annuity Owners Manual Form

Annuity Owners Manual Form

The Annuity Owners Manual

Insider Owners Manual

This concise manual summarizes they types of annuities and what type of person might consider an annuity. In this useful guide you will learn.

  • It’s Personal: The Three Questions to Ask Yourself
  • Performance and Safety
  • Annuity Models

 

Today’s retiree is learning that there is an important place for annuities in today’s retirement planning. However, it’s important to choose the correct annuity for your financial situation and ensure that it works in concert with the rest of your portfolio. When utilized correctly, the annuity can be a very effective retirement income vehicle.

That’s why it’s time for an Annuity User Manual. The objective of this resource is to help you understand how to determine the type of annuity best suited for your situation and lifestyle and how it should work within your retirement portfolio.

Join the many thousands of other individuals like yourself who trust and rely on our educational annuity resources.

We respect your privacy. Access will be sent instantly by email. Our Promise, NO Spam. Confidential.

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Comprehensive Site Terms and Disclosure | Privacy Policy | Copyright © 2025 Annuity Guys®


  ** Guarantees, including optional benefits, are backed by the claims-paying ability of the issuer, and may contain limitations, including surrender charges, which may affect policy values. Annuities are not FDIC insured and it is possible to lose money.
Annuities are insurance products that require a premium to be paid for purchase.
Annuities do not accept or receive deposits and are not to be confused with bank issued financial instruments.
During all video segments, Dick and Eric are referring to Fixed Annuities unless otherwise specified.


  *Retirement Planning and annuity purchase assistance may be provided by Eric Judy or by referral to a recommended, experienced, Fiduciary Investment Advisor in helping Annuity Guys website visitors. Dick Van Dyke semi-retired from his Investment Advisory Practice in 2012 and now focuses on this educational Annuity Guys Website. He still maintains his insurance license in good standing and assists his current clients.
Annuity Guys' vetted and recommended Fiduciary Financial Planners are required to be properly licensed in assisting clients with their annuity and retirement planning needs. (Due diligence as a client is still always necessary when working with any advisor to check their current standing.)



  # Investors should consider the investment objectives, risks, charges and expenses of a variable annuity and its underlying investment options. The current prospectus and underlying prospectuses, which are contained in the same document, provide this and other important information. Please contact an Investment Professional or the issuing Company to obtain the prospectuses. Please read the prospectuses carefully before investing or sending money.


  ^ Investors should consider investment objectives, risk, charges, and expenses carefully before investing. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.


  ^ Eric Judy offers advisory services through Client One Securities, LLC an Investment Advisor. Annuity Guys Ltd. and Client One Securities, LLC are not affiliated.


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