Annuity

Variable annuities provide the opportunity for market appreciation — through a variety of investment options — with tax-deferral and future income. Variable annuities are designed for people willing to take on more risk in exchange for greater growth potential. While there is risk associated with a variable annuity, many offer guarantees of principal and downside protection at an additional cost and depending on contract rider availability. However, these guarantees do not apply to the investment performance or amounts held in the variable investment options.

Research Articles

  • Effects of Inflation

    Historically, one of the best ways to fight the effects of inflation has been to utilize growth-oriented investments.

  • Retirement Plan Distributions

    When receiving money accumulated in your employer-sponsored retirement plan, you have two options: lump sum or annuity.

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