Are you looking for a guaranteed rate of return?

 

Would you like to defer paying taxes on your investments?

Would you like to receive income for life?

If  YES is your answer to any of these questions, a fixed annuity may be what you are looking for. 

What is a fixed annuity?

A fixed annuity is a conservative retirement vehicle designed to accumulate assets and provide an income stream during retirement which you cannot outlive.

Annuity Rates

CD Type Fixed Annuity

• 5.0% 10 Year Guaranteed Tax Deferred 
• 4.0% 5 Year Guaranteed Tax Deferred
• 2.4% 3 Year Guaranteed Tax Deferred
• CD vs.Annuity  

Fixed Indexed Annuity

• 8.0% Bonus every year till age 90
• 25% Premium Bonus 5% Annual Growth           30% Guaranteed First Year
• 10% Premium Bonus 8% Annual Growth           18.8% Guaranteed First Year
• 5% Premium Bonus 10% Annual Growth
                                                                                  

Annuity Benefits

• Triple Compounding
• Tax Deferral
• Principal Protection
• Guaranteed Income for Life   
• Wealth Transfer         

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