Custom Annuity* Policy Review

Variable and Fixed Indexed Annuities

Every financial asset you have:

  • Had a purpose
  • Fulfilled a need
  • Seemed like the best option … at that time

Change is a part of life which means it needs to be a part of your portfolio as well. You may own assets that are under-performing, overly volatile or designed for a need you no longer have. This is the time to revisit past decisions and make sure you’re still on the right path to your retirement!

Complete the request form on the right to receive your complimentary Custom Annuity Policy Review.

*Variable and fixed indexed annuities are designed to be long-term investments and frequently involve substantial charges such as administrative fees, annual contract fees, mortality & risk expense charges and surrender charges. Early withdrawals may impact annuity cash values and death benefits. Taxes are payable upon withdrawal of funds. An additional 10% IRS penalty may apply to withdrawals prior to age 59 ½. Annuities are not guaranteed by FDIC or any other governmental agency and are not deposits or other obligations of, or guaranteed or endorsed by any bank or savings association.

With fixed annuities, both the money you invest and the interest paid out are guaranteed by the claims-paying ability of the insurer. Investments in variable annuities will fluctuate and values upon redemption may be less than the original amount invested. Investors should consider the investment objectives, risks, charges, and expenses of a fixed and/or variable annuity carefully before investing. Prospectuses containing this and other information about the annuity are available by contacting your registered representative. Please read the prospectus carefully before investing to ensure the fixed and/or variable annuity is appropriate for your goals and risk tolerance.