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Annuity

Protect and Preserve retirement accounts with Fixed Indexed Annuities

Fixed Index Annuities

Fixed Indexed Annuities (FIA) are perfect for Seniors/Retirement Accounts

With FIA’s the principal is protected from Market Losses and the accumulation is linked to an index like the S&P 500.  

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Annuities allow you to retire in STYLE (A):

Safety

Annuities are insurance and therefore can insure the principal will never go backwards.

Estate Advantages

Any money left over will go directly to the beneficiary and avoid probate court.


Tax Deferral

The retirement account is rolled into an FIA and continues its tax deferred status.

Annual Reset

Gains are locked in each year.



Yield

Better than a bank CD, not the market, but somewhere in the middle.

Lifetime Income

We can turn the retirement account into a paycheck guaranteed for the rest of your life with all remaining account value going to the designated beneficiaries.
Contact

Reach Out For More Information

Todd Wyss – Director of Annuities – 785.979.6086
Rick Rooks – National Sales Manager – 913.909.6088

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Heartland Financial Group is a full service marketing organization and has been operating in the senior market for over 30 years.

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