Retirement & Tax-Efficient StrategiesPart of the 5 Pillars of Family Wealth™Savings can run out — guaranteed income does not have to. An annuity turns part of your nest egg into a predictable paycheck for life, so essentials like housing, food, and healthcare are covered no matter how long you live or how markets move.
What’s included
- Fixed, fixed-indexed, and income annuities compared side by side
- Guaranteed lifetime income to cover essential expenses
- Tax-deferred growth on the money inside the contract
- Death-benefit and spousal options to protect the people you love
Designed for families and professionals like you
Frequently asked
Content on this site is for educational purposes only and is not tax, legal, or investment advice. Consult a qualified tax professional or attorney regarding your specific situation. Insurance products are subject to underwriting; guarantees are based on the claims-paying ability of the issuing insurer. Projections are illustrative only.
You pay a lump sum or a series of premiums to an insurance company. In return, your money grows tax-deferred and can later be turned into a stream of income — for a set period or for the rest of your life.
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