Mutual Funds and Annuities

With Mutual funds investors pool their money into a diversified, managed portfolio of securities. This gives ordinary Americans access to professional fund managers. These mutual fund managers decide the best time to buy and sell providing you the expertise of investment professionals. Funds are aggressive, conservative and places in between.*

*Before investing in a mutual fund, carefully consider its investment objectives, risks, fees, and expenses, which are included in the prospectus available from the fund. Read it carefully before investing.

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Annuities are contracts with an insurance company that can help protect you against the risk of outliving your assets. Annuities provide future income in return for your contributions.

You make payments and accrue interest and income over time. A “deferred annuity” allows you to accumulate funds tax-deferred and then establish a payout stream at a later date. An “immediate annuity” can provide a payout beginning immediately after an initial premium payment. Annuities offer an array of choices both during the deferral and payout periods to suit your needs and investment style.

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