Is a fixed annuity appropriate for you?

Have you been frustrated by the lack of ability to earn what you perceive as a “fair” return on your money?  Remember the good old days when a passbook savings account earned more than 3-5%?  Those are now gone but rates have been moving up.

  • time “commitment” (many different terms)
  • Easy to understand, you earn your rate net of all fees
  • Tax deferred as it grows
  • Backed by the financial security of insurance provider(s)
  • 10% free withdrawal each year (would cover RMD)
  • Many different term and rate options (very similar to a CD) with a variety of carriers
5 key risks for 2019 and beyond
Yields invert again
Process vs products in financial services

Rates change often! Sign up to know when things change.

Learn about IWP and what makes up different.