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Case Study

Annuity Case Studies


Real stories. Real people.


We all have a story to tell. People buy annuities for a variety of reasons. These stories reveal challenges some people have faced and they share their annuity stories and how it could have or did make all the difference. These case studies illustrate why it's so important for people to include annuities in their financial plan.


Spend a few minutes to read the stories below, where real people share their experiences.



Case Study: Annuities Provide Security and Peace of Mind


Pamela Turpin


Annuitant: Pamela Turpin










Case Study: Immediate or Deferred Annuity Payments?


Linda and John


Annuitants: Linda and John











Case Study: Income Today Not Tomorrow


Pamela Turpin


Annuitants: Mary and Robert









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