Take charge of your financial future
You may have financial questions as you plan for your future, such as, “How can I save money on taxes and grow my money faster? How can I make sure my spouse is protected first when I pass away before any assets are passed on to my children?” A variable annuity can help you prepare for these challenges with the opportunity to grow your portfolio tax-deferred, enjoy income and share your legacy with the people and causes that matter most.
What is a variable annuity and what does it offer?
A variable annuity is a long-term retirement investment issued by an insurance company that can help you:
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Grow your money
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Take income in retirement
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Pass on your wealth
A variable annuity offers:
- The ability to invest in the market while taking advantage of tax deferral – you pay no taxes on earnings until they are withdrawn
- Opportunities to protect your investment for your spouse or other beneficiaries – no matter what happens in the market
Help optimize your wealth and allow assets to grow
In a variable annuity, your money has the opportunity to grow by investing in subaccount funds made up of stocks and bonds that rise and fall with the market. Over time, you can earn a “variable” rate of return. As with other investments, there is potential to lose money based on the performance of the subaccount funds.
Discover if a variable annuity is right for your retirement strategy. Get guidance from an advisor.
