Fixed-Indexed Annuities (FIA previously called EIA) are very innovative fixed annuities which allow you to participate in the upside of the stock market, yet they protect your principal from stock market risk.

 

Best for people who value safety, want tax benefits, want higher growth potential than other safe investments. 


FIA is an annuity whose returns are based upon the performance of an stock market indexes, such as the S&P 500, DJIA, NASDAQ-100,etc. The principal investment is protected from losses in the stock market, while gains add to the annuity's returns.

 

In addition, Fixed-Index Tax-Deferred Annuities offer:

  • Competitive interest rates
  • No risk to premium, due to index volatility
  • Multiple liquidity options, if needed
  • 1035 tax-free exchange
  • No Sales fee, No load, No Management fee

To browse the annuity of the month please click  Annuities Of The Month

 

You might want to exchange or rollover an annuity. Here are some questions to consider on this:

 

1. How safe is my investment?

2. What market risks are involved?

3. The current interest rate compare to the original rate?

4. What is total cost to me of this exchange?

5. How do the surrender provisions compare?

6. Is my annuity lacking some of the newer annuity benefits?

7. What are the new features being offered? Do I need those features?

 

 

If you feel that you need more information and you would like to receive  "Annuity Guide" free booklet  fill out the form.

Your information is kept strictly confidential.

   

 

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