Considering an Income Annuity?
Whether you're looking for an Income Annuity, a fixed Deferred Annuity, or an Indexed Annuity, you have many options.
We can help navigate through the choices to find the best income annuity contract for you.
Why an Income Annuity?
- Immediate Guaranteed Income - you can begin receiving income payments between 30 and 365 days after your contract is issued. You can choose to receive payments monthly, quarterly, semiannually, or annually.
- Legacy Planning - Based on the payment option you select, you choose who will receive any remaining guaranteed payments upon your passing.
- Tax advantages - If you fund an income annuity with money you've already paid tax on, the you'll have a source of income that is partially tax-free.
- Income Protection - you choose how long you want to receive guaranteed income payments.
Ready to make an appointment?
Click on the Appointment Box to schedule a phone, zoom, or in-person meeting. We'll be happy to explain the options available and potentiall recommend a solution for your needs.
Important details
A fixed immediate annuity is a contract you purchase from an insurance company; it is designed for
long-term retirement goals. It offers guaranteed fixed income payments for a specific period of time or
for life. As you’re reading, please keep in mind that all guarantees and protections are subject to the
claims-paying ability of insuance company.
It’s important to note that fixed annuities are subject to investment risks such as inflation and interest
rate changes. 1 Availability varies by company. Subject to amount limits. Reference to “without penalties” excludes tax penalties for
withdrawals prior to age 59 1/2.