As an investor, you may find the key to tax control is annuities. You are given the opportunity to choose between fixed and variable annuities: Tax Control: All earnings grow tax-deferred until withdrawn. Your money works harder without the drain of current taxes. Access to your money: In most cases, you have flexible access to some percentage of your money.
Discover how a variable annuity may help you achieve a well-deserved, enjoyable retirement. Realize that withdrawals prior to 59 ½ may be subject to a 10% IRS penalty and the amount withdrawn is subject to ordinary income tax. Investors should consider the investment objectives, risks, charges and expenses of the variable annuity and underlying investment options carefully before investing. The prospectus contains this and other information about the investment company. A prospectus is available from an Investment Executive. Please read the prospectus carefully before investing.
Surrender charges are deducted for redemptions during the early years of the annuity contract.
We can help you choose the annuity that is right for you!
Securities, insurance products and advisory services offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency. Cetera is under separate ownership from any other named entity. First Investment Center, 226 Nassau Street, St. Peter, MN 56082.
Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.