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Annuity Investment Alternatives

This may be an appropriate vehicle for conservative investors. An annuity is a contract issued by an insurance Company, and what makes is different is the tax treatment given by the IRS.


SOME OF THE BENEFITS OF ANNUITIES INCLUDE:

TAX DEFERRED GROWTH
(THIS ALLOWS ALL YOUR DEPOSITS AND INTEREST RATE TO GROW WITHOUT BEING TAXED)

EARN COMPETITIVE INTEREST RATES
(TYPICALLY THE RETURN WILL BE 1% TO 2% MORE THAN A CERTIFICATE OF DEPOSIT OR CD)

ESTATE ADVANTAGES
(ANNUITIES AVOID PROBATE)

SAFETY OF PRINCIPAL
(ORIGINAL CONTRIBUTION)


Annuity Request Form
(Florida Annuity Request)

Date of Birth:

/ /
(ex. 02/25/1960)
Gender:
State:
First Name:
Last Name:
Phone:
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