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Fixed/Indexed Annuities
Is an Annuity right for you?
- Do you pay too much income tax?
- Do you want money you can't out live?
- Do you want total liquidity in the future?
If you answered YES, then an annuity may be right for your money.
Fixed Annuities
- Investments with an insurance company that offer a fixed rate of return
- Interest rate may be locked in or vary annually with a minimum guarantee
- Grow is tax deferred
- Flexible income options
- May "Annuitize" for an income stream that you cannot outlive
- Liquidity options, often 10% per year free of withdrawal charges
Equity Indexed Annuities
- Same features as a fixed annuity PLUS
- Options that link your return to an index of the stock market with NO Downside Risk !
- Many EIA's offer bonuses for investment
- Various crediting methods including Point to Point, Monthly Averaging with caps, Annual Reset, as well as a fixed interest option.
- Reallocate investments at each anniversary
Insurance and Investment products marketed through a bank or other financial institution are; NOT a DEPOSIT, NOT FDIC Insured, NOT Insured by any Federal Government Agency, Not Guaranteed by any Bank or Savings Association, May Go Down in Value Investment Products and Advisory Services through Jefferson Pilot Securities Corporation Branch Office: 105 Gail Lane, Oliver Springs, TN 37840 (865) 435-6655 Registered Representatives of Jefferson Pilot Securities Corporation, member SIPC, can offer variable life products, variable annuities, and over 5000 mutual funds to residents in the states of FL, KY and TN.
