Summit Holdings Group

Annuities

Annuities for Guaranteed Income:

  1. Immediate Annuities:These provide a regular income stream starting immediately after a lump-sum payment. They are suitable for retirees seeking predictable income.
  2. Deferred Annuities:These accumulate funds over time and then convert into a stream of income at a later date, often used for retirement planning.
  3. Fixed Annuities:Offer a guaranteed interest rate over a specified period, ensuring a predictable income stream.
  4. Variable Annuities:Allow you to invest in a range of underlying investment options, offering potential for higher returns but with associated market risks.
  5. Indexed Annuities:Linked to the performance of a market index, providing the potential for higher returns along with a level of downside protection.
  6. Longevity Annuities:Start payments later in life, ensuring income for an extended period when longevity is a concern.

These investment options and annuities can play a significant role in achieving financial goals, whether it’s generating income during retirement, building wealth, or diversifying a portfolio. Educating individuals about the benefits and risks of each option is essential for making informed decisions.

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