The Many Benefits of Fixed Indexed Annuities
  • Safety:
    • Legal Reserve - $1.00 per $1.00

    • State Guarantee fund

    • Insurance Holding Companies Assets and Reserves

    • Reinsurance Companies

    • Insurance Commissioner’s Strict Standards

  • Liquid:
    • 10% Free withdrawals of 100% of your money.
    • Annuitization, loans.

    • Riders: Nursing Homes, Terminal Illness, Death

  • Good Potential Returns Without risk linking performance to major indexes

  • Preferential Tax Treatment (Sec 72-I.R.C.)

  • Avoids probate (With Proper Beneficiary Designations)

  • Bonus Money up to 10% added to your full account value

  •  No 1099 Each year on any gains (If interest is not withdrawn)
  • Flexible, Exchangeable (1035 Exchange)
  • Can provide an Income that You Can Never outlive
  • No Front End Fees or Annual Charges
  • Economic Depression Protection
  • Protection from the BearsParticipate with the Bulls
  • Incontestable Upon Death
  • Creditor Protection (in many states)
  • Not Complicated To Understand
  • No Market Risk!
  • Can Provide a Structured Payout to Your Beneficiaries

 

Not legal, tax or investment advice, opinions or recommendations are being made in respect to the above information. You should consult your own professionals concerning such advice and opinions.

 

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