Annuities

Important reasons to buy an annuity

In these very troubling economic times an annuity is a safe and secure alternative to stocks and bonds. An annuity will generally pay more interest than a CD. It is a wonderful product for many individuals and families when used appropriately. Consider these important reasons to buy an annuity:

  • Safety!
  • Tax deferred growth!
  • Proceeds avoid the expense and delays of probate!
  • Maintains family privacy!
  • Can be designed to provide an income you cannot outlive!
  • May reduce or eliminate income tax on Social Security income!
  • You may earn double to triple the interest compared to CDs with no risk to principal or balance!
  • Protection from stock market loss due to market volatility on your principal and interest!
  • Pass your IRA/401K to your spouse, children and grandchildren so that it can maintain it’s Tax-Deferred status for multiple generations!

We offer a variety of fixed annuities depending on your individual needs. These include: bonus annuities, multi-year rate guarantee annuities, equity indexed annuities, and immediate annuities. Speak with one of our financial service professionals for all your annuity needs. Consider Rosenheck and Co.