KNOW THE CONTEXT

Editorial Policy

Clear questions. Traceable sources. Visible limitations.

Explain the question before suggesting a conclusion

The editorial purpose of OffshoreAnnuity.com is to make cross-border annuity research easier to organize. Guides distinguish the actual contract from its marketing description and identify where qualified advice is needed. They do not present products as universally appropriate or describe a jurisdiction as a shortcut to better results.

Use primary sources within their scope

Material factual points about U.S. tax and reporting or Swiss regulation are tied to official materials. The source library identifies those references and the specific context they support. An official educational page is not treated as a decision about an individual contract, and a regulator’s general framework is not treated as an endorsement.

Each Journal article includes one direct editorial link to a relevant primary source. Additional context may be reached through internal topic pages and the source library. Practical worksheets, hypothetical arithmetic, and document-review exercises are presented as explanatory tools rather than conclusions issued by the cited authority.

Keep examples and publication information clear

Examples do not use invented market-volume figures, provider rankings, customer testimonials, credentials, or performance histories. Hypothetical amounts and rates are labeled as illustrative. Article publication information reflects the creation of this edition; no earlier publication history is asserted. Dates are consistent across the visible pages and the feed.

A source’s age and scope should always be checked before it is used for a live decision. A visible publication date does not promise that every external rule remains unchanged. Readers should consult current official instructions and qualified advisers for material questions.

Corrections and reader feedback

A useful correction request identifies the page, the exact statement, and an authoritative reference. Send it to [email protected]. Keep private financial records and identification details out of an editorial email.

The disclosures page explains the distinction between the site’s educational material and professional advice. The privacy notice describes the public pages and voluntary email contact.