Fixed Annuities
- Introduction
- Deferred and Immediate Annuities
- Payout Phase
- Alternate Annuity Product Features
- Individual Retirement Annuities
- Due Diligence
- Taxes
- Are Fixed Annuities for You?
- Summary
Summary
You should now have enough information to have an idea about whether a fixed annuity may be something that you should consider. Remember to review some of the main points that have been covered here as you move on to the next step: tax-deferral, long-term investing, the need for funds before and/or after retirement, and other alternatives for your money. A licensed representative can help explain your choices and may be able to help you choose the annuity that best suits your needs.
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- ARE NOT A DEPOSIT
- ARE NOT FDIC-INSURED
- ARE NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
- ARE NOT GUARANTEED BY THE BANK
- MAY GO DOWN IN VALUE
Important information about procedures for opening a new account
To help the government fight the funding of Terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account.
What this means to you: When you open an account, we will ask you for your name, address, date of birth and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents.
Investment products are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Insurance products offered through Osaic Institutions, Inc.