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Why Retirees with $150k+ in Assets Are Using Fixed Indexed Annuities

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Tax-Deferred Growth

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Principle Protection

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Guaranteed Income

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Principal Protection

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Account value protection can help provide peace of mind. Some annuities are designed to protect all of your principal (initial amount started with) from market downturns.

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Tax-Deferred Growth

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You won’t pay taxes on your annuity’s earnings until you take money out—allowing your money to grow tax-deferred and potentially compound faster over time.

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Growth Potential

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Some annuities can earn interest/credits based on how a market index performs. You’re not invested in the market, but you can still benefit from its growth.

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Guaranteed Income

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Annuities can create a guaranteed retirement income stream you can’t outlive (based on your contract). Some options also include built-in protections that help ensure your original investment can be passed on to your beneficiaries tax free.

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Please select your state

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