Who might an Immediate Annuity be suitable for
•
It’s someone who wants a guaranteed income stream immediately:
It’s someone who wants a guaranteed income stream immediately:•People who want a retirement income and might want to consolidate some of their accounts instead of receiving multiple income payments.
People who want a retirement income and might want to consolidate some of their accounts instead of receiving multiple income payments.•Someone who has inherited a sum of money and wants to receive those funds over time
Someone who has inherited a sum of money and wants to receive those funds over time•Individuals who have been awarded a court settlement are commonly awarded a sum of money paid over time via an immediate annuity.
Individuals who have been awarded a court settlement are commonly awarded a sum of money paid over time via an immediate annuity.A fixed annuity is great for people who:
•Are looking for tax-deferred growth
Are looking for tax-deferred growth•Want a fixed rate of return so they know exactly what their money is earning.
Want a fixed rate of return so they know exactly what their money is earning.•Want minimum guarantees not available in other financial vehicles.
Want minimum guarantees not available in other financial vehicles.Immediate & Fixed Strategy
Attention
CD Account Holders!
CD Account Holders!
Stop paying taxes on money you are not using every year!
Compare your CD rates against our Short term Annuity rates.
See how much more money you could be saving each year!
Tax deferral advantage!
Representing:
ING
Allianz
Aviva
Liberty Bankers Life
