by Nate | Feb 14, 2017 | Articles
A Fixed Index Annuity Offers Tax Advantages During the accumulation phase of your contract, any interest growth is tax-deferred. If you purchase your fixed index annuity with after-tax dollars, you will only pay ordinary income taxes on your earnings – not on your...
by Nate | Feb 14, 2017 | Articles
A fixed index annuity (FIA) offers a unique combination of benefits that can help you achieve your long-term goals. No other product offers the tax deferral, indexed interest potential, and optional benefits to protect your retirement assets and income. Let’s take a...
by Nate | Feb 14, 2017 | Articles
Insurance Company: This is the company that issues the annuity. The insurance company is responsible for backing the annuity’s guarantees. Contract Owner/Annuitant: These usually are the same person, but they can be different. The owner makes decisions about the...
by Nate | Feb 14, 2017 | Articles
A fixed index annuity is a contract between you and an insurance company that may help you reach your long-term financial goals. In exchange for your premium payment, the insurance company provides you income, either starting immediately or at some time in the future....
by Nate | Feb 14, 2017 | Articles
The financial markets often present challenging times to those trying to plan for their future. Uncertainties can make it difficult to feel good about retirement strategies. Limited availability of traditional retirement income sources, such as defined benefit...
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