Advantage Insurance & Financial Services, Inc.

Home    Feedback    Contents    Important Disclosures   Privacy Notice    Legal Notice

 

The Annuity Advantage Over Popular Alternatives

Features Annuities CDs Mutual Funds Muni Bond Fund
Tax-Favored Accumulations Yes No No Yes
Death Benefit (Return of Principal Guaranteed) Yes Yes No No
Excluded from Intangible Tax Yes No No No
Avoids Probate Yes No No No
Guaranteed LIFETIME Income Yes No No No
Liquidity Yes Yes Yes Yes
Flexibility Yes Yes Yes Yes
Inflation Hedge Yes (Variable Annuities) No Yes No
Earnings Excluded from formula for taxing Social  Security Benefits Yes No No No
No 1099s Generated on Switching Yes N/A No No
1035 Tax-Free Exchanges Yes No No No
TOTALS 11 3 3 3
 

Hopefully, this chart clarifies some of the misconceptions about annuities. Annuities can provide outstanding solutions to the financial needs of people at any age. Isn't it time you seriously evaluated how annuities can fit into your overall financial plan? We represent a number of highly rated carriers that provide you a multitude of annuity options. Before you renew that CD, or invest in one of the other alternatives, review our CURRENT RATES and request a QUOTE for a no obligation evaluation of how an annuity might be your best option.

 

Send mail to information@AIFSI.com with questions or comments about this web site.
Copyright © 2001-2010 Advantage Insurance & Financial Services, Inc. - ALL RIGHTS RESERVED