Follow Us x
Annuity Plans
Our agency can help you eliminate worries of outliving your income and savings. We offer annuities that are designed to provide a reliable flow of cash that will last all of your lifetime. Our insurance advisers can help you choose from a range of flexible plans that will allow you to protect your savings and generate a reliable stream of income for your golden years.
Why Purchase an Annuity?
There are various benefits to purchasing an annuity to supplement your retirement including:
- Guaranteed income for the duration of the annuity or for the rest of your life
- No annual limit to contributions
- Tax-deferred growth of your savings
- Beneficiaries are eligible for death benefits
Fixed Annuities:
A fixed annuity provides a regular monthly payment for life. Fixed annuities provide a steady income that is unchanged by market changes. They offer:
- A reliable anticipated return
- Tax-deferred growth
- Guaranteed interest rates
- 100% protection of your accumulated wealth
- Access to your money for unexpected events
Annuity Purchase Options
You can purchase an annuity by either a single lump-sum payment, or by regular monthly or annual payments, or by random unscheduled payment. Choose whatever option is best for you.
Payout may begin immediately or deferred for several years until needed. A deferred payout option offers generous tax-advantaged growth.
Annuity owners can choose from general payout options that include single life, joint life, and term certain. The option you choose depends on several factors. Our agents will be glad to explain details of each to you and help you choose the option that is right for you.
Consult with an adviser in our agency to answer questions and discuss your specific needs. Call us at 405-431-8226 to schedule a consultation. We look forward to hearing from you!
