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Annuity

Annuity

IS AN ANNUITY RIGHT FOR YOU?

Retiring comfortably is a goal shared by most. Annuities can provide protected lifetime income every month with growth potential. Get in touch with Jason to determine if an annuity could help your retirement plan.

Fixed Annuity

fixed annuity is a type of insurance contract that promises to pay the buyer a specific, guaranteed interest rate on their contributions to the account. By contrast, a variable annuity pays interest that can fluctuate based on the performance of an investment portfolio chosen by the account’s owner.

Indexed Annuity

An indexed annuity, also known as a fixed-index annuity, is a type of annuity whose income payments are tied to a stock index, such as the S&P 500. Indexed annuities perform well when the financial markets perform well. People often refer to indexed annuities as hybrids of fixed and variable annuities.

Immediate Annuity

An immediate annuity is an insurance product that gives the buyer a guaranteed stream of income in exchange for a lump sum of cash. Immediate annuities have several advantages, such as long-term stability, tax-deferred income, and monthly income payments for the rest of your life

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