Here are some factors you should consider
when buying an Annuity:


An Annuity is a safe way to accumulate retirement assets but still earn a good rate of return


Interest dollars that would otherwise be taxed each year are left in your account to earn additional interest


Flexible payout options are available to meet your retirement needs at the time of distribution


Upon death, the value of your annuity passes directly to your beneficiary and bypasses probate


These are just a few of the reasons why
an Annuity may be right for you.

Available Products

Flexible Premium Deferred

The Flexible Premium Deferred Annuity is available to anyone age 18-89 and requires a minimum initial deposit of $2,500. The maximum deposit in the first year is $100,000 and the maximum in subsequent years is $20,000. This is a 5-year early withdrawal account that allows for a 10 percent annual penalty-free withdrawal.

PreFer 2000 Annuity

The PreFer 2000 Annuity is available to anyone age 18-89 and requires a minimum initial deposit of $2,500. The maximum deposit in the first year is $250,000 and the maximum in subsequent years is $150,000. This is a 9-year early withdrawal account that allows for a 10 percent annual penalty-free withdrawal.

IRAs

With a minimum initial deposit of $500, you can open an Individual Traditional IRA, Spousal Traditional IRA, Individual ROTH or Spousal IRA. Transfers from 401k or other qualified plans are accepted. 

CONTACT AN AGENT

What's Right for Me?

What product is best for you? How much protection do you need?
These questions are best answered through the process of analyzing needs.

Learn More