Fixed Annuity
A Fixed Annuity is a product offered through an insurance company that offers a guarantee of your principal investment as well as a fixed interest rate for a specified period of time, typically 5 years or more. A Fixed Annuity provides investment flexibility:
- Fixed Annuities provide you with the ability to draw 10% of your investment value annually, or, you may draw the interest earned that is available.
- Some Fixed Annuities offer the ability to add funds (make deposits) during the annuity period.
- Fixed Annuity products are tax deferred.
- Fixed Annuities, like life insurance products, avoid the probate process, as they carry a death benefit payable to a named beneficiary.
Contact us for more information. Let our financial experts help you find the Fixed Annuity investment that fits with your investment plan.
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Investment Management services are offered through Fidelity Investments.
Securities are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC.
Fixed Insurance is offered through Consolidated Life Producers.
Services, securities and insurance offered through Independence Financial Advisors, LLC and Fidelity Investments, Infinex Investments, Inc. and Consolidated Life Producers are not FDIC-insured, are not deposits or obligations of nor guaranteed by Franklin Savings Bank or its affiliate. These products are subject to investment risk, including possible loss of value and are not insured by any federal government agency. For more information about a particular security, ask for a prospectus. Please read it carefully before making an investment.