Fixed Indexed Annuities

Box 1
Request your
Free Consultation
Box 2
$199 Tax Prep
Federal & State
Includes Tax Reduction Planning
A $350 Value!
Schedule Now

CT Residents Only Ages 50+

Box 3
Social Security
Fixed Indexed Annuities

Protect Your Retirement Assets With Fixed Indexed Annuities

Fixed Indexed Annuities offer an attractive combination of features that other investment choices don’t have available.

In 2016, total fixed indexed annuity sales hit a record-breaking $117.4 billion, 14 percent higher than 2015, according to LIMRA Secure Retirement Institute’s Fourth Quarter U.S. Annuity Sales survey.1 It’s clear that fixed annuities are ever-increasing in popularity, due in part to many key features they hold and which buyers find appealing.

Fixed Indexed Annuities, or FIAs, are an attractive product for helping retirees secure their assets and generate reliable retirement income. Offered through an insurance company, they come with the backing and protection that the insurance company provides. Fixed Indexed Annuities aren’t right for every client, but they may be a good fit in your retirement plan. We can help you assess whether or not they personally make sense for you.

Fixed Indexed Annuities Details:

  • Your principal is guaranteed and gains are locked in annually.
  • Accumulation product linked to a stock market index rather than interest rate.
  • Shield and protect your investment assets from the risks of the stock market.
  • Provides future income guaranteed for a lifetime similar to a pension.
  • Liquidity features are available so you have access to your money when you need it.

Like any investment product, it’s important to understand how they work and if they make sense for you. Annuities are no different. But for the clients who fixed indexed annuities make sense for, they can provide truly great peace-of-mind and security in retirement. Call us today to see if they make sense for you and your retirement.

See if an Annuity Makes Sense For Your Retirement

Get Started

  |     |     |