?Guaranteed lifetime payments- if lifetime annuitization is elected
?Access to assets- unscheduled withdrawals may be permitted
?Beneficiary protection- death benefit protection may be available
?Reduce tax liability- if assets are non-qualified each payment will be a return of principal and earnings
?Stability with growth- choice between fixed and variable payments or a combination of both
Why Consider an Immediate Annuity
?Guaranteed payments for life or a specified period of time
?Make minimum required distributions from traditional retirement plans such as IRAs.
?Leave a legacy by utilizing wealth transfer strategies.
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Benefits may vary depending on product and options selected.
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