FINANCIAL
Annuities
Plan ahead with a guaranteed interest rate and income options
What are the benefits of annuities?
- Guaranteed interest rate
Avoid the stock market risk and enjoy a competitive, guaranteed interest rate that will never fall below 3%. - Guaranteed Income Options
Choose a settlement option to guarantee a specific income for the remainder of your life. - Tax Deferral
Upon maturity, withdrawals are taxed as ordinary income.
Certificate of Annuity V
The Certificate of Annuity V can help maintain your financial flexibility while saving for your retirement.
- Can be written either as an IRA rollover or a non-qualified annuity.
- Offers a competitive guaranteed interest rate for the guaranteed interest period.
- Lock in rates for three or five years.
- The minimum deposit is $5,000.
Hoosier Plus III
Maximize the earning potential of your annuity with the Hoosier Plus III.
- Can be an IRA rollover, Roth IRA rollover, or non-qualified annuity.
- Offers a competitive interest rate with an additional bonus during the first policy year.*
- 3% rate guarantee after the first year.
- The minimum deposit is $5,000.
*Bonus percentage depends on amount deposited.
Retirement Builder V
- Can be written as an IRA, Roth IRA or a non-qualified annuity.
- Offers a competitive interest rate with a guaranteed rate after the first year of 3%.
- The minimum deposit is $200.
- Additional deposits are accepted and must be at least $50.
Single Premium Immediate Annuity
- Helps turn savings into guaranteed income that may last for the rest of your life.
- Income payments begin on day one.
- The minimum deposit is $5,000.
