Build a Brighter Future by Meeting Your Unique Saving and Investing Goals.
Between your first job and retirement, your goals may be focused on saving for important events such as marriage, family, a new home, or pursuing your college education or those of your children. It is also important to financially prepare for the future when your priorities may shift to include travelling, activities, long-term care, or leaving a legacy for your loved ones.
What is an annuity?
An annuity is a long-term, tax deferred vehicle designed for retirement. They can help you grow and protect what you’ve saved.
Types of Annuities
Fixed index annuities provide a level of protection and potential interest based on positive changes in an external index without actually participating in the market.
Variable annuities give your the possibility of greated potential returns based on the variable investment options you choose. They will experience ups and downs as the market changes so you could lose money, including principal.
Index variable annuities allow you to participate in market gains with a level of protection against market downturns.
Annuities are complex products that include many features and factors. It is important to understand the balance between all the available features with any annuity. You should consult with a financial professional to determine if an annuity is appropriate for your needs.
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(916) 660-2214
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(916) 660-2214