Annuity Case Studies

Real stories. Real people.

annuity case study
Figure 1. Annuity Case Study

Learn How Annuities Might Benefit You

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 #1:
Annuities Provide Security and Peace of Mind

Pamela Turpin

Annuitant: Pamela Turpin

Case Study #2:
Immediate or Deferred Annuity Payments?

Linda and John

Annuitants: Linda and John

Case Study #3:
Income Today Not Tomorrow

Mary and Robert

Annuitants: Mary and Robert

Case Study #4:
5 Reasons why an Annuity is a good retirement investment

Martha Kovacs

Annuitant: Martha Kovacs (photo has been withheld to protect her privacy.)

Phil Barker

Speak to an Annuity Expert

Phil Barker

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