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Advantages of Annuities

All Annuities Have Three Primary Advantages:

Tax Deferral, Avoidance of Probate, and a Guaranteed Income (optional) for a fixed period of time, or income for life.  Please note that guaranteed returns may be capped and that there is early withdrawal penalties associated with most annuities.

More specific reasons to invest in fixed and immediate annuities:
  • You need to safely create wealth for your heirs
  • You need tax-deferred growth
  • You need your principal and interest guaranteed
  • You need your heirs to avoid probate upon your death
  • You need an increased death benefit
  • You need stock-market linked gains without the downside risk
  • You have money that is designated for inheritance
  • You do not need more than 10% liquidity annually
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  • 2429 Manatee Ave E, Unit 1 Bradenton,
    FL 34208
  • Call Us Now

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