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Get A Blend Of Growth And Protection With An Indexed Annuity

Great Growth Potential

Principal Protection

Tax Advantages

Get matched With A Local Advisor And Learn How An Indexed Annuity Can Grow Your Savings So You Can Make the Right Decision And Be At Ease

What Are Index Annuities

Indexed annuities are financial products offered by insurance companies that are tied to a market index, such as the S&P 500. With an indexed annuity, your investment has the potential to grow based on the performance of the underlying index, while also providing a minimum guaranteed interest rate.

Key Features Of Indexed Annuities

Growth Potential

Indexed annuities offer the potential for higher returns over the long term by participating in market gains. Unlike fixed annuities, which offer a guaranteed rate of return, indexed annuities provide an opportunity for your investment to grow more rapidly based on the performance of the index.

Downside Protection

While indexed annuities offer growth potential, they also provide downside protection, ensuring that your principal is protected from market losses. Even if the underlying index performs poorly, you’ll never lose your original investment with an indexed annuity.

Tax-Deferred Growth

Like other types of annuities, indexed annuities offer tax-deferred growth, meaning you won’t pay taxes on investment earnings until you withdraw funds. This can help you maximize your investment returns and potentially reduce your tax liability during your working years.

Guaranteed Minimum Interest Rate

Indexed annuities offer a guaranteed minimum interest rate, providing stability and predictability in your investment returns. This ensures that even if the underlying index performs poorly, you’ll still receive a minimum level of interest on your investment.

Learn More About Indexed Annuity

Get matched with a local advisor to learn about your retirement savings options so that you can make the right decision and be at ease.

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