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William B. Anderson

CFP®, ChFC

Annuities

Long-Term Care

Index Annuities

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Annuities

 
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To request a Complimentary Consultation to see if an Equity Index Annuities is right for you.
Guaranteed Investment Returns
Then you should consider a fixed deferred annuity. These annuities offer a guaranteed interest rate, safety of your principal and earnings, plus:
  • Tax-deferred growth, meaning you don’t pay taxes on your earnings until you begin withdrawals, which can help your savings compound faster.
  • Unlimited contribution limits for annuities not held in a qualified plan, like a 401(k) plan or IRA.
  • Fixed, guaranteed income payments for as long as you live or for a specific period of time.

If you are concerned about inflation but still want guaranteed returns, you might consider an equity index annuity, which offers the potential gains in the stock market and the guaranteed minimum return promised by a fixed annuity.

Learn more about Privileged Assets Annuity, a fixed deferred annuity that offers competitive rates, including a special first-year bonus rate.