Annuities
Tax deferred growth…retirement income you can count on.
- Annual Yield: usually guaranteed for one year or more depending on the contract.
- Minimum rate guarantee: Peace of mind that investment rate will never drop below the minimum rate guaranteed by the issuing insurance company.
- Safety of Principal: The issuing insurance company guarantees the safety of your principal.
- Tax-Deferred Growth* - Interest is not taxed until you withdraw your funds.
- Estate Friendly: Annuities are not subject to probate restrictions - giving your beneficiaries access to their funds without probate costs or delays.
- Liquidity: Early withdrawal privileges provide access to a portion of your funds.
*Withdrawals prior to age 59 ½ may be subject to 10% IRS penalty. Guarantees are based on the claims paying ability of the issuer. Consult your legal counsel for advice and information concerning your particular circumstances. Neither PrimeVest, nor any of its representatives may give legal advice.
Investments are offered through PrimeVest Financial Services.
PRIMEVEST Financial Services, Inc. is an independent, registered broker/dealer and registered investment adviser. Member SIPC/NASD. Securities and insurance products offered by PRIMEVEST: * Not FDIC insured * May go down in value * not financial institution guaranteed * Not a deposit * not insured by any federal government agency.
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Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
