Licensed Life & Health Insurance Agent · Serving clients by phone · Se habla español
Mon–Sat 9am–7pm CT · (214) 622-5366
Licensed Life & Health Insurance Agent · Serving clients by phone · Se habla español
Mon–Sat 9am–7pm CT · (214) 622-5366
Retirement
An annuity is a contract with an insurance company. You pay a premium, and the insurer credits interest and can provide income for a set period or for life, based on the contract. We offer fixed and indexed annuities only — they are insurance products, not securities.
Licensed agent · No cost to talk · No obligation · English & Spanish
Credit a set interest rate for a set number of years. Many are called multi-year guaranteed annuities (MYGAs).
Interest credits are tied to a market index, subject to caps, spreads or participation rates. Your money is not invested in the market, and market losses do not reduce your account value.
Some annuities can turn savings into income for a set period or for life. Optional income riders may have added fees.
Talk with a licensed agent about your goals and whether an annuity makes sense for you. No cost, no pressure.
An annuity is a contract with an insurance company. You pay a premium, and the insurer credits interest and can pay you income later, for a set period or for life, depending on the contract.
Indexed annuities are designed so that market losses do not reduce your account value. However, surrender charges and optional rider fees can reduce what you receive if you withdraw early or add optional benefits.
Interest in an annuity generally grows tax-deferred until you take money out. Withdrawals are usually taxed as ordinary income. Please talk with a tax professional about your situation.
Annuities are insurance products issued by insurance companies. They are not bank deposits, are not FDIC insured and are not securities. Guarantees are backed by the financial strength and claims-paying ability of the issuing company. Surrender charges may apply to early withdrawals. Senior Life Group does not provide tax, legal or investment advice.
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Free, no-pressure phone review in English or Spanish.
