Annuities are an excellent tool to help you plan for your financial future.



  • Guaranteed Lifetime Income
  • Tax-Deferred Growth
  • Withdrawal Options When you Need It
  • Principal Protection

There is also another attractive feature. Many seniors who have invested in annuities for retirement income may now feel they really do not need these funds to live on. Instead they would rather pass them on to their family. Your heirs inheritance however, can be weakened by taxes if left in an annuity. Instead you can maximize your annuity funds with life insurance. Because insurance isn’t subject to the same income and estate taxes after the owner dies, heirs aren’t hit with tax liabilities. By using life insurance (generally income tax-free) to maximize your annuity funds, you can help provide your loved ones with the most value for your annuity funds.

Contact us today to find out how we can help you pump up your annuity funds!

View Annuities: Myths & Facts

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 *Under current law, annuities grow tax-deferred. Annuities may be subject to taxation during the income or withdrawal phase. We do not give tax or legal advice. You should consult your own legal advisor. Withdrawals taken before age 59 and ½ may be subject to IRS penalties.


Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.