Which Annuity is Right for Me?

There are 3 general types of annuities: fixed, indexed, and variable. Use this guide to determine which is right for you:

General Annuity Benefits

  • Safety: Backed by A+ insurers
  • Tax Deferral: Tax-free growth
  • High Yield: Better interest rates than CDs
  • Life Insurance: Death benefits
  • Liquidity: Flexible withdrawals
  • Unlimited Contributions: Unlike 401(k)
  • Inheritance: Pass on money probate-free
  • Lifetime Option: Income you can't outlive

Fixed Annuity

  • Lump-sum Buy-in
  • Invest in Bonds
  • No Risk
  • Guaranteed Rate
  • Moderate Growth
  • 3%-10% Returns
  • 1-10 Year Term
  • Hassle Free
  • Retirement Income
Full Info Calculator Get Quotes

Index Annuity

  • Lump-sum or Multi
  • Invest in S&P 500
  • Low Risk
  • Minimum Rate
  • Solid Growth
  • Returns Vary
  • 1-10 Year Term
  • Hassle Free
  • Wealth
Full Info Calculator Get Quotes

Variable Annuity

  • Lump-sum or Multi
  • Invest in Equities
  • Flexible Risk
  • Variable Rate
  • Strong Growth
  • Returns Vary
  • 1-10 Year Term
  • Investment Control
  • Wealth
Full Info Calculator Get Quotes