Portrait of James Whitfield

James Whitfield

Head of Wealth Management, Meridian Trust Bank · Former Navy supply officer turned financial planner. Prefers a five-page plan to a fifty-page one.

How to read an annuity contract

The fee is on page 24, in a footnote, as a percentage of a number defined on page 9. Here is how to find it.

2 Sep 2026 · 9 min read