A Split-Annuity Strategy

One benefit to self-insurance is that you can pocket money that you have paid in insurance premiums. Learn more about whether self-insurance is a concept you’d like to explore further with your financial adviser.


Annuities have a bad reputation. They can be seen as expensive and difficult to understand. But it is important to not jump to any
conclusions. Similar to other financial tools, it is best to ask “what role can annuities play in my overall finances?” rather than to avoid them owing to myths or misconceptions.