Annuity General
Annuity General offers a unique approach to retirement planning by matching clients with local financial professionals based on a few simple questions. They cover a wide range of locations across the U.S. and focus on providing annuities as a guaranteed income stream during retirement
- Personalized Service: Tailored approach with a local financial professional.
- Wide Coverage: Service available in almost every city and town in the U.S.
- Income Guarantee: Some annuities offer a lifetime income guarantee
Annuity Expert
Provide a steady, predictable income and are considered a safe investment, ideal for nearly retired or risk-averse individuals. They offer tax deferral on earnings and principal and interest rate protection but might suffer from inflation risk and limited growth potential
- Guaranteed Principal and Interest Rates: These annuities provide a guaranteed return on your investment, offering stability and predictability in your financial planning
- Fixed Payments: You receive a set amount at regular intervals, making it easier to budget and plan for the future
- Tax Deferral: The investment grows tax-deferred, meaning you don’t pay taxes on the earnings until you withdraw them, allowing for potential compounded growth
Annuity National
Annuity National offers a unique approach to retirement planning, focusing on custom-tailored strategies. They match clients with experienced financial professionals, ensuring comprehensive support in retirement planning.
- Personalized Retirement Strategies: Annuity National utilizes advanced tools and proprietary software to develop personalized financial retirement strategies unique to each individual’s situation
- Professional Expertise: Their financial professionals are thoroughly vetted and trained, ensuring reliable and fiduciary-minded advice for clients
- Cost Efficiency: Their approach and tools aim to secure the best rates for clients and potentially save on fees, adding to the financial efficiency of their strategies
American National
American National’s annuities are designed to provide supplemental retirement income, ensuring a stable and predictable income stream for the golden years.
- Tax-Deferred Growth: The initial investment grows tax-free, with taxes only payable on the income received, allowing for efficient wealth accumulation.
- Fixed Rate of Return: This feature provides peace of mind by eliminating market uncertainty and ensuring a predictable return on your investment.
- Flexible Access to Funds: American National offers several options for partial withdrawals or conversions to income payments, albeit subject to taxes and surrender charges.
Allianz
These products are designed to offer a balance between performance potential and protection level. However, they also carry risks, including loss of principal, and returns and principal will fluctuate with market conditions
- Balance of Risk and Return: Offers a mix of performance potential and asset protection.
- Tax-Deferred Growth: Allows for the growth of investments without immediate tax implications.
- Death Benefit: Provides a built-in death benefit for added security.
- Market Risk: The principal and returns are subject to market fluctuations.
- Risk of Loss: Investment in these annuities carries the risk of loss of principal.