Cowen Tax Advisory Group

Fixed Indexed Annuities

Fixed Index Annuities Details:

Principal-protected, zero-loss product

Gains locked-in annually

Accumulation linked to a stock market index, not low-paying interest rates

Shields your investment assets from stock market risks

Guaranteed to provide a lifetime of future income, similar to a pension

Can be customized so you have access to your money when you need it

Protect Your Retirement Assets with Fixed Index Annuities

Fixed index annuities offer an attractive combination of features that other investment choices lack. With a fixed index annuity, retirees have the ability to secure their hard-earned assets from market loss while generating a reliable income for as long as they live. When the markets are up, you earn. When they’re down, you don’t lose a dime. These products are offered by insurance companies, which means your policy is protected by the company that holds it.

Fixed index annuities aren’t right for everyone, but they may be a good fit in your retirement plan. We can help you assess whether or not they make sense for you.

To learn more about fixed index annuities and what they can do for your retirement, call Cowen Tax Advisory Group for a free consultation. 

Is a Fixed Index Annuity Right for Your Retirement?

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