Annuities Made Simple

Simply put, an annuity is a contract between an individual and an insurance company. In fact, other than pensions, annuities are the only products that provide guaranteed lifetime income. Annuities provide:

Growth opportunity
With an annuity, your clients can enjoy growth opportunity with complete or partial downside protection. 
Tax-deferral
Annuities offer tax-deferred growth, which allows your clients’ money to accumulate at a faster rate than it would in a taxable product.
Retirement income
Your clients can turn the money they’ve saved into a regular paycheck for a specified number of years or for life.
Death benefit
Annuities offer an efficient way to leave a legacy for loved ones.
Top 5 Annuity Myths To Ditch
Top 5 Annuity Myths To Ditch

Annuity Basics: How do they work? 

- An annuity is purchased by making a payment to an insurance company

- The annuity can grow over time

- The annuity is turned into a steady stream of retirement income payments

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Check out our suite of fee-based annuities.

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