Saving for Retirement
Guaranteed Accumulation |
Immediate Annuity Income
Guaranteed Income |
Minimum Premium To Start:
$5,000* |
Minimum Premium To Start:
$10,000* |
(MYGA)
Multi-Year Guarantee Deferred Annuity Rates
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Top Rate In CA
Increase by 22.93% in 6 years
guaranteed! |
3.50% - 6 Year Yield
$500,000 grows to $614,627 in 6 Years
$5,000 Minimum Premium | A- Rated Carrier |
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Basic Features Of A MYGA:
- Select an initial rate guarantee
period from 3 - 10 years**
Click For Rates
and Quote Requests
- No less than contractual minimum
interest rate after initial guarantee
- Interest earned is tax deferred
until withdrawn, in most cases
- Know exactly how much you will
earn from
day one, no assumptions just guarantees |
Basic Features Of A SPIA:
- Income payments are guaranteed for
single life, joint lifetimes or a set
period from 5 - 30 years**
- Payments may be set up as monthly,
quarterly, semi annually or annually
- A portion of payments may be tax
excluded
- Beneficiary guarantees such as a
full refund
of premium or guarantee a gain through an added
long term period certain option |
Charges:
- Surrender penalty may apply if a
contract is surrendered or withdrawals
exceed the contractual free amount
- If a contract is surrendered a
market
value adjustment may apply, adjusting the
surrender value based on current rates
- Interest rate is net of all
internal fees
no added upfront or annual fees |
Charges:
- Some immediate annuities offer
liquidity
a surrender penalty may apply if the
contract is commuted or surrendered
- Income payments are net of all
fees
no added upfront or annual fees
- A few states charge a premium tax
the tax is priced into payment
- No charge direct deposit of
payments |
Learn more:
- Call us 800.373.9697
- Visit us in Tarzana, CA
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Learn more:
- Call us 800.373.9697
- Visit us in Tarzana, CA |
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Our motto is Quality, Integrity and Expertise and has
been for over 21 years.
Remember
- Fixed Annuities are based on your needs and circumstances.
Call or email today for personalized and professional services.

Risk Averse see us first! TM
Managing general agency is FSD Financial Services |
CA Insurance License #0B67385
| Since 1996
Non Resident Licenses
AL, AZ, CO, FL, HI, GA, ID, IL, IA, KS, LA, MD, MI, MO, NV, NJ, NY, OH, OK,
OR, PA, TN, TX, UT, VA, WA
Visit Us and Ask Any Question You Like
And Learn Little Known Industry Insight From A Veteran Wholesaler!
Locally serving California
and the San Fernando
Valley including:
Tarzana, Hidden Hills, Woodland Hills, Calabasas, Malibu, Agoura Hills,
Westlake Village,
Thousand Oaks, Simi Valley,
Encino, West Hills, Chatsworth, Oak Park,
Oxnard, Northridge, Camarillo, Carpinteria,
Laguna Woods,
Montecito, Porter Ranch, Beverly Hills, Santa Barbara and
Ventura
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