There are many reasons to have an annuity.
They provide you with:
• Lifetime income
• Financial peace of mind
• Tax-deferred growth
• Lump sum withdrawals
• Probate free benefits to beneficiaries
• Predictable income stream
• Supplemental retirement income
If you are looking to start an annuity, we can help you choose the right one for your needs. A tax-deferred fixed annuity is a savings vehicle to help you accumulate money which in the future can provide you with a guaranteed income, even for the rest of your life and that of a loved one.
Give us a call today to discuss your financial goals. We can help you create the right plan that fits in with your lifestyle and needs. We offer everything from estate planning, life and health insurance, retirement planning, Medicare Plans, tax planning and more!
Don't risk not being prepared!
Give us a call today!
Annuities are not a deposit, not FDIC-insured, not insured by any federal government agency, not guaranteed by any bank or savings association, May go down in value if more than the penalty-free amount is withdrawn during the surrender charge period. A fixed annuity is intended for retirement or other long-term needs. It is intended for a person who has sufficient cash or other liquid assets for living expenses and other unexpected emergencies such as medical expenses. Income taxes are due upon withdrawal for the interest portion of withdrawals on Non-qualified accounts and all withdrawals for Qualified accounts. If withdrawals are made before age-59 1/2, a 10% federal penalty tax may apply. Withdrawals and surrenders may be subject to surrender charges and/or a market value adjustment. See your annuity contract, riders, illustrations and disclosures for complete information, provisions and limitations.
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