Can Time be on Your Clients’ Side With Tax-Deferral?

Show your clients how time may be on their side with the tax-deferral benefits of fixed index annuities.

With the AssetShield and IncomeShield fixed index annuities, credited interest isn’t taxed until a withdrawal is made.* This allows for interest to grow and compound over time. There’s also the added benefit of your clients having more time to prepare for the potential impact of income taxes when a distribution is finally made.

With fixed index annuities, it might be beneficial to wait, procrastinate and take advantage of tax-deferred growth.

Earning power of tax-deferred growth

Check out this federal tax bracket chart to compare the rate a tax-deferred annuity earns and the rate needed to be equivalent in another taxable investment.

*Assumes contract is owned by an individual