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Variable & Fixed Annuitites
A variable or fixed annuity can be a great retirement vehicle. Variable and Fixed Annuities have some of the same retirement benefits as other retirement plans like the employee sponsored 401K plan and an individual traditional IRA, but an annuity typically doesn't have contribution limits, income limits, or mandatory withdraws like the 401K plan and traditional IRA.
Using Annuities to plan and protect your future.
| Variable | V. | Fixed |
Variable Annuities |
Fixed Annuities |
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Guaranteed rate of return. The insurance company guarantees a minimum interest rate that you will receive, based on the annuity you purchase. |
Growth potential. A variable annuity's value may go up and down based on its investments, which can range from conservative to aggressive. |
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Security. Fixed annuities guarantee principal and a minimum interest rate, adjusted for any withdrawals. |
Diversification. You choose from a variety of investment options and enjoy tax-free transfers between investments. |
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| Flexible income options. Choose from a lump-sum payment, or equal payments over a period you select, including the rest of your life. | Flexible income options. Choose a fixed or variable stream of income in addition to lump-sum or equal payments over a period you select. |
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Coral Gables |
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Plantation Phone: 954.616.6400 7890 Peters Road, Bldg G-107 |
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