Advising Growth,
Compounding Trust.
Annuities: Too Good to Be True?
Uncover what most salespeople won’t tell you about annuities—and when they actually make sense.
Some advisors push annuities like they’re miracle products. The truth? They’re often complex, expensive, and full of hidden tradeoffs.
This guide helps you cut through the noise—and decide what’s really right for you.
Inside this free guide, you’ll discover:
The 3 types of annuities (and how each one works behind the scenes)
How advisor commissions often shape what you’re being sold
The lock-up periods, fees, and fine print they hope you don’t ask about
When annuities may actually make sense—and how to use them properly
Real-world case studies that show what happens when people buy (or avoid) them
This guide is for you if you’re:
Retired or nearing retirement and unsure what income options are best
Being pitched an annuity by a broker or insurance agent
Wondering if your current annuity is helping—or quietly hurting—you
Looking for objective advice, not a sales pitch
Fill out the form below to receive your free whitepaper— no pressure, no guesswork.
"I always thought annuities were safe and simple. Turns out, they can be anything but. This guide broke down the pros and cons in a way that finally made sense."
— Tom W., Pre-Retiree, Maryland
"Before I read this, I was about to sign a contract for an annuity I barely understood. This guide helped me slow down, ask the right questions, and realize it wasn’t the right fit for my goals."
— Karen D., Retiree, Florida
About Compound Advisory
With nearly 20 years of experience helping high-net-worth clients navigate major transitions, Compound Advisory specializes in building retirement income strategies that are as thoughtful as they are effective. The Compound Cultivator™ Method reflects our best thinking—grounded in data, fiduciary principles, and real-world results.
