Annuities
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Fixed-Rate Annuities
Fixed rate annuities provide you with the stability of a fixed interest rates that are usually higher than those of CDs or money market accounts.
Current Examples: 2 year 4.00%, 3 years 4.65% and 5 years at 5.00% (all years)
Fixed Indexed Annuity
Fixed indexed annuities can help you accumulate money for retirement and provide a guaranted income after you retire. A fixed index annuity may be a good choice if you want the opportunity to earn indexed interest, but don’t want to risk losing money in the market.
What are the benefits?
- Accumulate for retirement
- Protect your principal
- Grow tax-deferred
- Get flexibility
- Receive guaranteed lifetime income
- Spousal opportunities Leave a legacy
- Little or no fees

Informative Resources
Annuity Flier
Taxable VS Tax-Advantages Savings
Top 4 Retirement Risks
Protect from Market Loss
Rethinking retirement,
Performance when you want it
What ifs of retirement
A Steady Option vs S&P
Income Savvy
Is your retirment plan on course
Hope for the best but
AIG Retirement Income Solutions
Retirement Income Worksheet
Questions
For specific questions, detailed review or to schedule a meeting please call or submit here.
480-748-7042
