safe-money-icon

Safe Money Accounts

You’ll be contractually guaranteed to never lose money.

Make sure your financial foundation is guaranteed by contract to never lose money. Earn more interest than a bank account without risk. Quit paying taxes every year on earned interest. It's all possible with fixed or fixed index annuities! 

Fixed Annuities

Get a guaranteed minimum interest rate with fixed annuities! Consider these other advantages of fixed annuities:

  • Interest is only taxed on withdrawal
  • Flexibility – terms from 3 to 10 years
  • No fees like mutual funds or variable annuities
  • No market risk – Your money is guaranteed in contract by top insurance companies
  • Creditor protection – many states protect annuities from garnishments or seizure

Fixed Index Annuities

Get a guaranteed minimum interest rate plus potential for additional interest based on the performance of an index, such as a stock index. Take advantage of interest earnings linked to the market – you can’t lose your principal or even interest that’s been earned and credited! Other benefits include:

  • Earning more interest than other “safe money” accounts, like savings and CDs
  • Interest is only taxed on withdrawal
  • Flexibility – terms from 3 to 10 years
  • No fees like mutual funds or variable annuities
  • No market risk – Your money is guaranteed in contract by top insurance companies
  • Creditor protection – many states protect annuities from garnishments or seizure

Contact Russ to learn more about your safe money options!