Financial Services

Annuities

Annuities and Index Universal life Insurance is a excellent savings vehicle for

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STEP 5-Long Term Savings 

• Save for down payment on a new home 

• Save for current or new business enterprise 

• Save for children's education 

• Save for retirement 

Whether you want to save for your children's education or your retirement, A2Z has a range of annuity products tailored to fit your needs and wants.   We take an education approach when signing up new clients.  A2Z consultants educate prospective clients about

how to achieve financial security.

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What Are Annuities?

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What Are Fixed Annuities?

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Fixed annuities provide a guaranteed minimum interest rate of return and are considered savings instruments. There are many benefits, such as tax deferral on the interest earned, guaranteed lifetime retirement income, and safety of principal. Insurance companies issue all fixed annuities and have an extraordinary record of keeping people's money safe. 

Another huge benefit is fixed annuities do not share in market losses and you'll never lose your principal as long as you adhere to the guidelines initially set by the annuity policy. For this reason alone, many people use fixed annuities for retirement financial planning.

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Is A Fixed Annuity Right For You?

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Fixed annuities are NOT a good solution for everyone. However, they are a great fit for people who no longer have the "risk tolerance" to afford the ups and downs of the market. Annuities are ideal for people looking to move money out of risk money places, such as stocks, or low yield financial products, such as Certificates of Deposit.

Annuities are considered a conservative approach to generate guaranteed retirement income and financial growth. Over $225 Billion worth of annuities were purchased

in the past 12 months alone!

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What's The Next Step?

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Let's find out if a fixed annuity is a good solution to meet your financial goals. There are many factors that may influence IF an annuity is right for you, such as the amount of retirement savings you have, your age, and even the state you live in.

Let A2Z provide you with a FREE and Personalized Retirement Annuity Comparison Report that will include rates from highly rated companies in your state.

We want you to succeed. Contact us today to see how you can benefit from our variety of financial services.