Planning for the Future Can Be Unpredictable
We Help You Prepare for It.
An Index Variable Annuity (IVA) is a powerful retirement solution that allows you to grow your wealth by harnessing market potential while providing a level of protection against market downturns. Whether you’re looking to build your retirement savings or ensure a steady income for the years to come, an IVA gives you control and flexibility.
Key Benefits of an Index Variable Annuity
-
Market-Linked Growth:
Take advantage of potential gains from stock market performance through index-linked strategies. -
Tax-Deferred Growth:
Delay paying taxes on your earnings until you make withdrawals, allowing your investments to grow faster.
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No Explicit Product Fees:
When allocating to certain index strategies, leaving all of your money to participate in its' growth potential -
Downside Protection:
Enjoy peace of mind knowing that your principal is shielded from market losses up to a specified amount.
How It Works
Simple & Transparent Process,Tailored to Your Needs
With an Index Variable Annuity, you can invest in a variety of index-linked strategies that offer both upside potential and protection from market volatility. Here’s how it works
01
Choose Your
Index Strategy
Select from a range of popular market indices, such as the S&P 500 or NASDAQ, to capture growth potential.
02
Set Your
Protection Level
Customize your level of downside protection to suit your risk tolerance. We offer flexible options to safeguard your principal.
03
Tax-Deferred
Growth
Your investment grows tax-deferred, meaning you won’t pay taxes on gains until you withdraw, allowing your account to compound over time.
04
Plan Your
Payouts
When it’s time to receive income, you have multiple payout options, including the ability to receive income for life.
Why Choose Us
Trusted Partner in Securing Your Retirement Future
We’ve been helping individuals like you secure their retirement goals with tailored financial products for over 175 years. With an expert team dedicated to your financial success, we offer:
Personalized
Financial Planning
We’ll work with you to design a retirement plan that fits your unique needs.
Exceptional
Customer Service
Our dedicated support team is here to answer any questions and provide guidance every step of the way.
Competitive
Rates
We provide access to some of the most competitive index-linked strategies in the industry.
Testimonials
What Our Clients Are Saying
Patrick L
“Investing in an Index Variable Annuity was the best decision I made for my
retirement. I’ve experienced growth without worrying about market losses.”
Bridgett K
“The ability to customize my annuity plan to protect my savings while still gaining
from the market made me feel secure in my retirement planning.”
Ready to Take the Next Step?
Request a Free Consultation
Schedule a no-obligation meeting with one of our experienced financial advisors today & Protect your future with an Index Variable Annuity.
Frequently Asked Questions
An IVA is a type of annuity that allows you to benefit from market performance without directly investing in the stock market. It offers protection against downside risk and potential for tax-deferred growth.
Your investment has built-in protections that limit losses during market downturns. You can choose the level of downside protection that fits your financial goals.
Yes! You can choose from several payout options, including a lifetime income stream to ensure you never outlive your money.
Secure Your Future Today!
Les Us help you grow with an Index Variable Annuity.