Annuities

Why are Annuities a great Investment?

Fixed Indexed Annuities vs Fixed or Variable Annuities

Your principal is fully protected if the stock market falls. Earnings are “locked in” every year and fully protected. Your annual earnings will never be less than 2% per year—NO MATTER WHAT HAPPENS. The FIA offers stock market returns without any stock market risk. My clients have averaged 8% per year by using this solution.

Fixed Annuity

  • Designed to compete with CD’s
  • No costs
  • Tax deferred
  • Fixed interest rates

Variable Annuity

  • Designed to compete with stocks and mutual funds
  • Costs may range from 3% – 5% per year
  • Tax deferred
  • Returns depend on mutual funds selected
  • Investment is not protected from stock market declines

Fixed Index Annuity

  • Designed to compete with CD’s, stocks, and mutual funds
  • No costs
  • Tax deferred
  • Returns depend on the index(s) selected
  • Gains are locked in every 12 months and fully protected from stock market declines

Empowering Savers to Live Their Dreams

Asset Protection

Need a Speaker?

Woody will gladly speak at your next event about:

  • Retirement
  • Investing
  • Annuities
  • Planning