Maximize Your Financial Plan During Annuities Awareness Month

June is annuity awareness month, so we’re highlighting all of the resources you have available as a Cassaday & Company, Inc., client when evaluating whether an annuity aligns with your comprehensive financial strategy.

Cassaday has an entire team — our Advanced Strategies team — dedicated to providing clients with objective guidance on their insurance needs and policies. They have published a variety of educational articles and webinars, which you can find below.

If you have an annuity that you would like the Cassaday team to review, or if you would like to learn more about how an annuity might be advantageous to your overall financial plan, please reach out to your advisor. If you are not a Cassaday client, we welcome you to contact us for a complimentary, no-pressure evaluation of your current financial plan by emailing or calling our office at (703) 506-8200.

Key Strategies for Designating Annuity Beneficiaries

In order to maximize annuity benefits beyond just the annuity owner’s lifetime, it is important to consider the nuances of designating a beneficiary. From beneficiary types to tax implications, here’s what you need to know. Click here to read the article.

Does An Annuity Makes Sense for Me?

A Q&A that addresses what annuities are and how they could play a role in your portfolio. It also highlights precautions to take and questions to ask when considering if an annuity is right for you. Click here to read the article. 

Annuities: The Good, The Bad, and The Ugly

Annuities can be useful tools when used properly and considered in the context of a comprehensive financial plan. Director of Advanced Strategies Carmen Bississo explains how to sort through the “good” and the “bad” when determining if an annuity is right for you. Click here to watch the webinar. 

Making the Most of Your Life, Long-Term Care, Disability, & Annuity Contracts

As part of our comprehensive approach to financial planning, Cassaday & Co.’s Advanced Strategies team is available to provide clients with a thorough audit of life, disability, long-term care, and annuity policies. This webinar describes the benefits of an insurance audit and what our process entails. Click here to watch the webinar. 


You can read more about Cassaday & Company’s Insurance Audit here.


Contact Michelle Tigani

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