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:
Minimum Premium To Start:

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 until withdrawn, in most cases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


- 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


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

Twitter   Facebook    About Us | Disclaimer | Terms of Use | Home | 800-373-9697