Is market volatility a concern?  For more details on how annuities work and if they are appropriate for you and your portfolio, submit your info in the form and you will receive your free copy of PLANNING FOR RETIREMENT Deferred Income Annuities direct to your email.

​

Annuities are long-term complex investment vehicles designed for retirement purposes.  Gains from tax-deferred investments are taxed as ordinary income upon withdrawal.  Guarantees are based on the claims paying ability of the issuing company.  Withdrawals made prior to 59.5 are subject to a 10% penalty tax and surrender charges may apply.