Annuity Quote Request
An annuity is an insurance product that pays out income, and can be used as part of a retirement strategy. Annuities are a popular choice for investors who want to receive a steady income stream in retirement.
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  • Deferred Annuity

    A type of annuity contract that delays payments of income, installments or a lump sum until the investor elects to receive them. This type of annuity has two main phases, the savings phase in which you invest money into the account, and the income phase in which the plan is converted into an annuity and payments are received.
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    Single Premium is if annuity is to be funded by one lump-sum payment, or amount you wish to invest at policy inception on a multi-payment annuity
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    Flex premium is the amount you would like to deposit each installment payment into the annuity"
  • If a retirement account is funded with qualified funds, then it will have certain tax advantages. Qualified funds must be under a certain annual threshold with varies from year to year.

    Non-qualified funds are not subject to certain tax advantages and you must pay annual taxes on your gains within the annuity. There is typically no maximum threshold for the amount you can fund the annuity.
  • Annuitization is the time that an annuity is considered matured. This is when you will face no penalty for surrender of the contract and you lock in all bonuses given during the life of the policy.
  • Immediate Annuity

    An immediate annuity makes income payments immediately, or very soon after purchase. You use an immediate annuity when you want to start taking income as soon as possible.
  • If a retirement account is funded with qualified funds, then it will have certain tax advantages. Qualified funds must be under a certain annual threshold with varies from year to year.

    Non-qualified funds are not subject to certain tax advantages and you must pay annual taxes on your gains within the annuity. There is typically no maximum threshold for the amount you can fund the annuity.
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  • Payout Options Pick One and Fill In Details