Rollover your IRA or 401K to an  Equity Index Annuity for Safety and Peace of Mind!



With an indexed annuity, you get the safety of a traditional fixed annuity, with the potential for better long-term growth.

Higher growth potential
Compared to a traditional fixed annuity, an indexed annuity has the potential for higher interest earnings with a guaranteed minimum, so you’ll never lose your principal premium.

Helps you sleep better
An indexed annuity can help you save money on a tax-deferred basis and can guarantee you’ll receive income for life. So no matter how long you live, you won’t outlive your retirement savings. Just go ahead and try.

Fills in the gaps
Oftentimes pensions, IRAs and social security don’t add up to enough income to live the way you want during retirement. An indexed annuity can supplement your retirement income.

If you’re in one or more of these situations, an indexed annuity might be exactly what you need.

You’re saving for retirement
If you’re already contributing the maximum to other retirement plans, like an IRA or 401(k), an indexed annuity offers another retirement savings option that grows tax deferred.

You won’t need the money soon
If you don’t anticipate needing any amount of money from the indexed annuity prior to the time that you turn 59½, then it may be a good option for you.

You’re worried you might outlive your savings
Annuities can provide guaranteed income for the rest of your life, whether you live to be 100 or even 110. It could happen.

You’re responsible for others
With an annuity, you can provide your loved ones with a payment in the event of your death, also called a death benefit.

Considering Moving Your Assets? Congratulations! Taking control of your retirement dollars is one of the smartest things someone can do in preparing for a healthy financial future. When considering a rollover or transfer there are a few things to think about…

What money are you moving?

There are many types of retirement accounts that can be moved. It is important to take a holistic look at your financial picture and determine the easiest way to manage all of your accounts. Common types of accounts people rollover or transfer are…

• Retirement Plans from former employers
• Traditional or Roth IRAs
• Deferred Annuities
• Variable Annuities