Traditional Annuities

A traditional annuity is designed to provide a steady income stream during retirement. In exchange for a premium payment, the insurance company guarantees periodic payments to the annuitant for a specific period or their lifetime. This ensures financial stability and minimizes the risk of outliving savings, making it a reliable option for retirement planning. Immediate annuities begin paying income immediately after purchase, while deferred annuities accumulate savings over time, with income starting at a later date.

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Traditional Annuity Highlights

  • Provides consistent, guaranteed payments for life or a predetermined term
  • Funds grow on a tax-deferred basis until withdrawal
  • The principal is secure and unaffected by market fluctuations.
  • Flexible options for single or joint annuities, immediate or deferred payments
  • Available with long-term care or death benefit riders

Why Offer Traditional Annuities?

Traditional annuities address a fundamental concern for retirees: ensuring a secure and predictable income stream. They are an excellent solution for clients seeking stability and peace of mind in retirement. Traditional annuities complement other financial planning tools, help diversify portfolios, and strengthen client trust by delivering guaranteed, long-term financial security. Offering this product demonstrates an agent’s commitment to providing holistic retirement solutions.

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