400 Westminster Street,
It's essential for clients to consult with their financial advisor to determine which annuity type aligns best with their financial goals, risk tolerance, and overall retirement plan. Each annuity type has its advantages and considerations, making it crucial to tailor the choice to the client's unique circumstances. Contact us to find the right fit for your future.
Annuities are long-term investments designed for retirement purposes. Withdrawals of taxable amounts are subject to income tax and, if taken prior to age 59½, a 10% federal tax penalty may apply. Early withdrawals may be subject to withdrawal charges. Optional riders have limitations and are available for an additional cost through the purchase of a variable annuity contract. Guarantees are based on the claims paying ability of the issuing company.