Find the Annuity That Fits Your Goals
The best annuity matches when you need income, how much risk you're comfortable taking, and the legacy you want to leave. Work through these prompts, then connect with Makonnen to turn your answers into a tailored plan.
Step-by-step decision guide
Immediate needs point toward income annuities; longer timelines may benefit from deferred or accumulation-focused contracts.
Match your tolerance to the product spectrum—from fixed guarantees to market-participating solutions.
Rank the features that matter most: income, growth potential, liquidity, or legacy. This narrows the field quickly.
Questions to reflect on
- When do you want income to start—and does it need to last for life or a defined period?
- How comfortable are you with market ups and downs impacting your account value?
- Is preserving principal more important than pursuing growth, or do you need a mix?
- Do you want to leave money for heirs or a favorite cause after you’re gone?
- Would enhanced income for long-term care provide extra peace of mind?
Try the 5-minute fit finder
Use these quick questions to point you toward the page that should be next on your list. Capture your answers and bring them to your conversation with Makonnen.
- Right away
- In 2–5 years
- In 5+ years
- Anxious—protect my money
- Cautious but open to balance
- Comfortable if potential returns are higher
- A top priority
- Somewhat important
- Not a driver of my decision
Ready for tailored guidance?
Makonnen will help interpret your answers, review current annuity statements, and compare solutions side by side. Every meeting is educational and pressure-free.