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Fixed Immediate Annuity
Cash Refund

    • Receive a guaranteed monthly income.
    • “Cash Refund” feature: if you die before your total payments equal your annuity purchase price, your beneficiary will be paid the difference.
    • Purchase using funds from savings and CD’s or a 401(k) or IRA.
    • Payments will begin immediately and never change, regardless of market conditions.

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Fixed Indexed Annuity with Lifetime Income

  • Safely grow your money without worry of losing your principle in a down market.
  • Indexed annuities can provide a guaranteed monthly lifetime income.
  • Enhanced growth potential with stock market-linked index such as the S&P 500.
  • Purchase using funds from savings and CD’s or a 401(k) or IRA.
  • Power of tax-deferred growth.
  • All interest credits are locked in.
  • Minimum surrender values.
  • Annual penalty-free withdrawals of up to 10%.

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What You Should Know

Relax and enjoy retirement more by turning a portion of your savings into a guaranteed monthly income stream. Explore how an annuity may benefit your financial plan.

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