PROTECTION FOR YOUR FAMILY AND LOVED ONES
An annuity is a contract between you and an insurance company, under which you make a lump-sum payment or series of payments. In return, the insurer agrees to make periodic payments to you beginning immediately or at some future date. Annuities typically offer tax-deferred earning and may include a death benefit that will pay your beneficiary a guaranteed* minimum amount, such as your total purchase payments. Unlike retirement plans, there is no limit to how much money you can put into an annuity! The number of annuity products on the market today can make selecting the most suitable annuity a confusing process. In fact, there are essentially three types of annuities.
Take advantage of our free advice and learn more about your options.
Variable annuities are securities regulated by the SEC. Fixed annuities are not securities and are not regulated by the SEC. Equity-indexed annuities combine features of traditional insurance products (guaranteed minimum return) and traditional securities (opportunity for earnings potential of interest, based on the performance of an index). Depending on the mix of features, an equity-indexed annuity may or may not be a security. The typical equity-indexed annuity is not registered with the SEC.
Anyone thinking about purchasing an annuity should carefully consider the following:
For additional information about annuities you can visit http://www.sec.gov/answers/annuity.htm (If you cannot access this information online,contact us to request a copy.)
* Annuity guarantees rely on the financial stability and claims paying ability of the issuing insurance company.
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