Wealth Advisors*
Purchase Annuities
Maintain Assets with Annuities
Annuities are contracts with an insurance company that can help protect you against the risk of outliving your assets. Annuities provide future income in return for your contributions. You make payments and accrue interest and income over time. A “deferred annuity” allows you to accumulate funds tax-deferred and then establish a payout stream at a later date. An “immediate annuity” can provide a payout beginning immediately after an initial premium payment. Annuities offer an array of choices both during the deferral and payout periods to suit your needs and investment style.
Types of Annuities Available to You:
- Fixed Annuities: Designed for more conservative investors close to retirement
- Variable Annuities: For investors who can handle the ups and downs of the market
- Indexed Annuities: Stable - even if the market isn’t
- Single Premium Annuities: One lump sum can provide you steady income for life
Set up a no-cost consultation
Schedule a no-cost, no-obligation consultation with Senior Wealth Advisor Craig Lundquist.
Call 651-773-2876
*Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.
FR-1723849.1-0317-0419