Annuities
Plan ahead with a guaranteed interest rate and income options.
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 2.5%.
- 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.
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.
- 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 3%.
- The minimum deposit is $200.
- Additional deposits are accepted and must be at least $50.
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.
NEW! Our Annuity Rates
Interested in our company’s current annuity rates? Check out the current numbers for the Certificate of Annuity, Hoosier Plus III and Retirement Builder.
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