Saving for Retirement
Guaranteed Accumulation

Immediate Income for Retirement
Guaranteed Income Withdrawals

Multi Year Guarantee Tax Deferred Annuities Single Premium Immediate Annuities
Minimum Premium To Start:
 
$5,000*
Minimum Premium To Start:

$10,000*
Basic Features:

- Select an initial rate guarantee
 period from 3 - 10 years**
See Rates | Current Special 3.25% For 6 Years

- 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 until withdrawn, in most cases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:

- 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:

- Request a quote online

- Call us 800.373.9697

- Visit us in Tarzana, CA

Learn more:

- Request a quote online

- Call us 800.373.9697

- Visit us in Tarzana, CA

 

Fixed Annuity Experts - No Assumptions, Just Insurance Guarantees!
We can work with you directly or through your insurance agent!

 

Remember - Fixed Annuities are based on your needs and circumstances.
Consider investment objectives, risks, charges, and expenses of the annuity and compare to like investments.

**Guarantees are subject to the claims-paying ability of the issuing insurance company.
*Restrictions may apply. Please refer to product materials for additional details.
Withdrawals from an annuity before age 59, may be subject to a 10% IRS excise tax penalty.
*Not available in all states and variations may apply by state.

Managing general agency is FSD Financial Services | CA Insurance License #0B67385
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
 
 

AnnuityExperts.com | A domain of FSD Financial Services
Our motto is Quality, Integrity and Expertise and has been for over 21 years. 

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