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Annuities

FAQ's

Annuities

The assets you place in an annuity can grow on a tax-deferred basis. With an annuity, any accumulated cash may be converted to a guaranteed income stream during retirement. All guarantees are subject to the claims paying ability of the insurer.

Annuities can provide you with several advantages, including:

. Flexible retirement income options that fit your individual lifestyle
. Lifetime income options
. Tax-deferred growth
. Tax-free transfers among the variable investment options within the plan
. Fixed options
   

Fixed options provide income you can't outlive, as well as:

. Guaranteed fixed-rate earnings
. Safety of principal
. Competitive rates of return
   

Variable options offer a broad array of investment options:

. Investment choices from well-known investment managers
. The potential for higher long-term growth than fixed-rate options

Frequently Asked Questions

 


Disclaimer: This material and any views expressed herein are provided for informational purposes only and should not be construed as an endorsement or inducement of any investor advisory services or as an offer to sell or the solicitation of an offer to purchase any securities. Before seeking any advisor's services or investing any money, investors must read and examine thoroughly the respective disclosure document, offering memorandum or prospectus. Securities products and services are offered through Brewer Financial Services, LLC (member FINRA, SIPC)