Fixed annuities are among the safest components of a diverse portfolio due to features like guaranteed return of principal, tax deferral on gains, access to funds, and the elimination of probate for benefits.

Safety, taxes, rate of returns, access to money, these are investment concerns most people have and a fixed annuity may be the answer. Let's examine the benefits of a fixed annuity with STYLE!

Fixed annuities and certificates of deposits (CDs) are frequently used by individuals to supplement their retirement income, and though there are some similarities between them, they are different.

✔ No purchasing fees or annual charges

✔ Tax-deferred accumulation of your interest gains

✔ 10% Annual Penalty-free withdrawal feature

✔ Lifetime income options

Fixed Annuity Video

When it comes to fixed annuities, there can be a lot of confusing language. This short video clearly explains what fixed annuities are all about!

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This annuity includes:

This annuity provides:

  • $5,000 - $500,000 deposits
  • A Principal Guarantee Feature included guarantees the value of your contract will never be less than your premium payment minus any withdrawals— guaranteed!
  • No purchasing fees or annual charges
  • 10% Penalty-free withdrawal feature
  • A competitive guaranteed fixed interest rate that is locked-in for 5 years.

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Fixed Annuities are an important part of any long-range plan towards a secure retirement, so they should be easy to understand and easy to buy.  Our TaxSaver Freedom Annuities have a simple design like a CD but offer better benefits including paying no taxes on interest earned until you withdraw the funds and the ability to set up income for life or for any other specific period of time!

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