Annuities

Annuities are contracts that pay out invested funds in a fixed income stream.

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How Do Annuities Work

  1. During the accumulation phase, the annuity is funded before payouts begin. 
    1. Money invested in the annuity grows tax-deferred during this phase.
  2. During the annuitization phase, the owner of the annuity begins to receive payments from their annuity investment

Benefits Of Annuities

  • Steady income that can be used to sustain a quality standard of living.
  • Annuities grow on a tax-deferred basis. 
  • There are different types of annuities to choose from, some offering higher growth potential. 

Types of Annuities

  • Fixed Annuities – Provides regular periodic payments to the contract holder. 
  • Variable annuities – Allows the contract holder to receive larger payments if investments of their annuity fund perform well.
    • With variable annuities, you may receive smaller payments if investments do poorly. 

Learn More About Annuities

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