What’s Inside the Annuity Playbook

Our Annuity Playbook is more than just a brochure—it’s a complete roadmap to understanding, evaluating, and selecting the annuity that’s right for you. Inside, you’ll find:

• Clear explanations of fixed, fixed indexed, immediate, and variable annuities

• Comparisons of growth strategies—including fixed interest, index crediting, and bonus structures

• Guidance on income riders that can provide guaranteed lifetime payments

• Withdrawal provisions and liquidity options explained in plain language

• Tax implications of different annuity types and payout methods

• Suitability checklists to help you determine if an annuity is a good fit for your financial plan

Who Should Use the Annuity Playbook

Whether you’re nearing retirement, already retired, or simply looking for a safer place to grow your savings, the Annuity Playbook is designed for:

• Individuals seeking guaranteed lifetime income

• Retirees concerned about outliving their savings

• Savers who want principal protection with market-linked growth potential

• People rolling over retirement accounts and seeking tax-deferred growth

• Those looking to leave a legacy with beneficiary protection

Why Work With Diversified Insurance Brokers

With so many annuity products on the market, choosing the right one can be confusing. Our team cuts through the complexity with:

• Access to 100+ carriers to find the best rates and benefits for your needs

• Unbiased guidance—we work for you, not the insurance companies

• In-depth product reviews so you understand the pros and cons before committing

• Decades of experience structuring annuities for maximum income, growth, and protection

• Personalized recommendations tailored to your financial goals and risk tolerance

Example Scenarios Covered in the Playbook

• How a 60-year-old couple can turn a portion of their retirement savings into a guaranteed monthly income stream they can’t outlive

• Using a fixed indexed annuity with a premium bonus to offset recent market losses

• Rolling over a 401(k) to an annuity for both growth potential and guaranteed income

• Creating a long-term income bridge to delay Social Security for higher lifetime benefits

Get Your Copy of the Annuity Playbook

The Annuity Playbook is your starting point for making informed, confident decisions about your retirement income. Request your copy today and take the guesswork out of choosing the right annuity.