Annuities can play an important role in a client’s overall financial plan. We offer a full line of annuities including variable, fixed, and index. All have different features designed to fit a wide variety of needs.
Annuities are long-term, tax-deferred investment vehicles designed for retirement purposes. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Withdrawals made prior to age 59 1/2 are subject to 10% IRS penalty tax. Surrender charges apply. Guarantees are based on the claims paying ability of the issuing insurance company.