Life Insurance

Annuities

Interested in Annuities?
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What is an Annuity?

An annuity is a contract between you and an insurance company that is designed to meet retirement and other long-term financial goals, under which you make a lump-sum payment or series of payments and the insurer agrees to make periodic payments to you beginning immediately or at some future date.

The 4 Major Benefits of Annuity Ownership:

  • Principal protection
  • Tax-deferred growth on earnings
  • Death benefit
  • Guaranteed income stream

Principal Protection – An annuity is an insurance contract, which means your principal cannot be lost due to market volatility1.

Tax-deferred growth – You don’t pay taxes on interest earned in the annuity until the money is withdrawn.

Death benefit – Upon death, a properly structured annuity would be paid to the beneficiary without going through probate court.

Guaranteed income stream – Many retirees use annuities to supplement their income because they offer a fixed monthly payment that can be guaranteed for a certain period of time or for life.

1Your principal is guaranteed not to be reduced because of a downturn in the applicable market index. However, Withdrawals in excess of the Free Withdrawal amount are subject to Withdrawal Charges during the Withdrawal Charge period, and may result in a loss of principal.

Companies We Represent:

  • Allianz
  • American Equity
  • Forethought
  • Great American
  • Mutual Of Omaha
  • North American
  • Oxford Life
  • Security Benefit
  • Sentinel Security Life
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