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Peace Of Mind and A Piece of the Action!

You want upside potential.

You need guarantees.

Fixed indexed annuities offers you both.

Strong guarantees to protect your principal and minimize risk.

Peace of Mind:

  • Strong guarantees to protect your principal and minimize risk.
  • Access to your money when life’s emergencies arise.*
  • Annuitization provides a reliable source of lifetime retirement income.

A Piece of the Action:

  • Tax deferral to make your money work harder until you need it.**
  • Diversified earnings through a choice of crediting rate options.
  • Upside potential with interest crediting based on the performance of an index.

Call today and set your retirement plan in action!

You want upside potential.

You need guarantees.

Fixed indexed annuities offers you both.

Strong guarantees to protect your principal and minimize risk.

Call today and set your retirement plan in action!

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Peace of Mind:

  • Strong guarantees to protect your principal and minimize risk.
  • Access to your money when life’s emergencies arise.*
  • Annuitization provides a reliable source of lifetime retirement income.

A Piece of the Action:

  • Tax deferral to make your money work harder until you need it.**
  • Diversified earnings through a choice of crediting rate options.
  • Upside potential with interest crediting based on the performance of an index.

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WHAT OUR CLIENT SAID ABOUT US

"I found the perfect annuity with your help." Quotesandrates.com and their professional organization helped me manage my retirement and life insurance with their sound, proven strategies. Now, my husband plays golf three to four times a week, we travel and really enjoy our retirement."

P.O. Box 359

Spring Valley, CA 91978

CA Insurance Lic. No.: 0B54382

Fixed indexed annuities may not be suitable for all. Please consult a licensed insurance agent regarding your financial situation to determine if one is right for you. You should thoroughly review all materials and forms related to the product before making a purchasing decision. Fixed indexed annuities guarantee a minimum interest rate on all or a percentage of each contribution over the life of your contract, less any withdrawals and/or deductions and early surrender charges. Guarantees are based on the claims-paying ability of the insurer.

* Withdrawals may be subject to income tax, and a 10% federal income tax penalty may apply to withdrawals taken before age 59½. Additionally, certain charges (referred to as surrender charges) and a market value adjustment may apply if you withdraw more than the penalty-free amount in a year. Consult your tax adviser.

** Taxes are deferred until withdrawals are taken. Tax deferral is available only to individuals. It is not available to corporations and most types of trusts. Under current law, tax deferral is a basic feature of tax-qualified plans. Placing qualified funds into an annuity does not provide any additional tax benefit. Consult your personal tax adviser regarding annuity taxation as it applies to you.

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Disclaimer: Quotes And Rates Insurance and Financial Network is a preferred Services Agency currently operating in California, Ohio and Texas. We are affiliated with forty of the Top Insurance Carriers in the industry. QuotesAndRates.com is intended to provide informational resources and tools to individuals seeking financial planning or retirement planning and/or obtain quotes and apply for insurance. All life, disability and health quotes and information provided are compiled from credible and legitimate professional sources that we deem reliable. Completion of the above form may result with a follow-up call and electronic information/contact from one of our licensed professionals.

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