Carpe Diem

Refresher on Annuities... and Who Really Gets Refreshed 💸

Illustration of a financial advisor smiling while handing a steady stream of cash to a client holding an annuity contract, with a subtle contrast showing the advisor receiving a larger flow of money behind the scenes—symbolizing how annuities work

Annuity (Definition): 

From the Latin Annuus, or yearly; an investment that often provides a regular annual income for its buyers but always does for its sellers. 

Jason Zweig, The Devil's Financial Dictionary

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