Tax-Deferred Annuity
Provide a Safe Investment Product for Your Senior Client
A tax-deferred annuity helps your client to save for retirement with a reliable and flexible investment vehicle. This annuity gives your client:
A tax-deferred annuity is designed for clients of retirement age who are not in need of long-term care. The product receives a competitive rate of return (see below) and taxes are not due on any interest earned until withdrawals are made or annuitization begins.
1-Year | 1.75% APY |
2-Year | 1.75% APY |
4-Year | 2.00% APY |
5-Year | 2.25% APY |
10-Year | 2.50% APY |