Are Annuities Right For You?

Select the one that fits your situation

I am looking for increased accumulation without market risk and hear annuities can offer this as a feature. Plus, I have no income need from these funds in the foreseeable future.

Would you like a guaranteed fixed rate or do you want to learn more about Fixed Index Annuities with greater potential yet without the market risk?

Fixed Rate Fixed Index Annuity How much would you like to illustrate?

I do not need income from these funds and I want to provide a legacy for my heirs.

How much would you like to illustrate? How many heirs would you list as beneficiaries?

I am planning for income in the future (more than 5 years) and would like to review the best income options for myself and or my spouse.

What would be your initial deposit to generate the future income? How many years from now would you like to start the income? Would you like the income Monthly/Quarterly/Annually?

I want to start income now. I’d like learn how to maximize my lifetime income with the funds available.

What would be your initial deposit to generate the future income? How many years from now would you like to start the income? Would you like the income Monthly/Quarterly/Annually?

I have a CD or money in savings account (after taxes) and would like to compare annuities to my current CD offerings.

How much would you like to illustrate? Your current savings or CD interest Rate?

I am still working and want to start putting money away for my retirement in and IRA, 403b or similar depending on your employer options.

What amount would you like to illustrated for a monthly contribution? What age would you like to stop making the contributions and retire?

What Annuity Illustration Is Best For You?

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