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Understanding the Benefits

  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. Tax...

Who’s Who in a Fixed Index Annuity

  Insurance Company: This is the company that issues the annuity. The insurance company is responsible for Insurance company backing the annuity’s guarantees. Contract Owner/Annuitant: These usually are the same person, but they can be different. The owner...

Understanding the Basics

  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...

It’s Time to Rethink Retirement

Rewrite In recent years, the financial markets have experienced extreme swings. This historic volatility combined with the limited availability of traditional retirement income sources, such as defined benefit pension plans, has placed a greater responsibility on...

Fixed Index Annuities

Rewrite Annuities are long term vehicles that offer tax deferral, a variety of income options, and a death benefit. Fixed Indexed Annuity (FIAs) are unique products that offer some of the guarantees of fixed annuities combined with the opportunity to earn interest...