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Annuities

Protect your future with guaranteed income for the rest of your life. Speak with our financial experts today to find the best options for your financial situation.

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What is an Annuity?

Annuities are contractually-executed, relatively low-risk investment products; the insured (usually, an individual) pays a life insurance company a lump-sum premium at the start of the contract. That money is to be paid back to the insured in fixed, incremental amounts, over some future time period (predetermined by the insured). The insurer invests the premium; the resulting profit/return on investment fund the payments received by the insured, and, compensate the insurer. 

Conventional annuity contracts provide a predictable, guaranteed stream of future income (e.g., for retirement) until the death(s) of the beneficiaries(s) named in the contract, or, until a future termination date – whichever occurs first. These financial instruments have been used to accumulate funds and provide significant and sudden increases in personal income (via future, lump-sum withdrawals), all while legally avoiding the taxes (e.g., income-, capital gains-, estate-) that would otherwise be assessed on them.

Immediate Annuities vs. Deferred Annuities

An Immediate Annuity is an insurance policy which, in exchange for a sum of money, guarantees that the issuer will make a series of payments. These payments may be either level or increasing periodic payments for a fixed term of years or until the ending of a life or two lives, or even whichever is longer.

A Deferred Annuity is a contract that is chiefly a vehicle for accumulating savings with a view to eventually distribute them either in the manner of an immediate annuity or as a lump-sum payment

Contact us to learn more about the right annuity for you.
(512) 968-2141​
1423 N Walnut Ave
Suite 103
New Braunfels, TX 78130
Click Here to Email Us
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Annuities provide guaranteed income for life

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Preferred Advisors
1423 N Walnut Ave
Suite 103
New Braunfels, TX 78130
(512) 968-2141
Click Here to Email Us

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New Braunfels photo by Jonmallard | CC-BY-SA-4.0 | Website by InsuranceSplash
  • Home
  • Quotes
    • Health Quotes >
      • Medicare Advantage Plan Quote
      • ACA Health Quote
      • Medicare Supplement Coverage Quote
      • Health Insurance Quote
      • Critical Illness Insurance Quote
      • Dental Insurance Quote
      • Long Term Care Insurance Quote
      • Vision Insurance Quote
    • Life & Financial Quotes >
      • Life Insurance Quote
      • Annuity Quotes
      • Disability Insurance Quote
      • Group Benefits Insurance Quote
      • Final Expense Insurance Quote
  • Insurance
    • Health >
      • Medicare Advantage Plans
      • ACA Health
      • Medicare Supplement Coverage
      • Health Insurance
      • Critical Illness Insurance
      • Dental Insurance
      • Long Term Care Insurance
      • Vision Insurance
    • Life/Financial >
      • Life Insurance
      • Annuities
      • Disability Insurance
      • Final Expense Insurance
      • Group Benefits
      • Financial Planning
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