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FINANCIAL

Annuities

Plan ahead with a guaranteed interest rate and income options

 

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What are the benefits of annuities?

 

  • Guaranteed interest rate
    Avoid the stock market risk and enjoy a competitive, guaranteed interest rate that will never fall below 1%.
  • Guaranteed Income Options
    Choose a settlement option to guarantee a specific income for the remainder of your life.
  • Tax Deferral
    Upon maturity, withdrawals are taxed as ordinary income.

Certificate of Annuity V

 

The Certificate of Annuity V can help maintain your financial flexibility while saving for your retirement. 

  • Can be written either as an IRA rollover or a non-qualified annuity.
  • Offers a competitive guaranteed interest rate for the guaranteed interest period.
  • Lock in rates for three or five years.
  • The minimum deposit is $5,000.
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Hoosier Plus III

 

Maximize the earning potential of your annuity with the Hoosier Plus III. 

  • Can be an IRA rollover, Roth IRA rollover, or non-qualified annuity.
  • Offers a competitive interest rate with an additional bonus during the first policy year.*
  • 1% rate guarantee after the first year.
  • The minimum deposit is $5,000.

*Bonus percentage depends on amount deposited.

Retirement Builder V

 

  • Can be written as an IRA, Roth IRA or a non-qualified annuity.
  • Offers a competitive interest rate with a guaranteed rate after the first year of 1%.
  • The minimum deposit is $200.
  • Additional deposits are accepted and must be at least $50. 
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Single Premium Immediate Annuity

 

  • Helps turn savings into guaranteed income that may last for the rest of your life.
  • Income payments begin on day one.
  • The minimum deposit is $5,000.

Let's Talk.

 

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