[CLIENT READY FLYER] Explore the Power of Tax-Deferred Annuities

A tax-deferred annuity allows your client’s potential interest to accumulate on a tax-deferred basis. As long as your client’s money remains in their annuity contract, they won’t be taxed on any interest credited.

And because tax on the interest credited isn’t paid until money is withdrawn, clients can consider tax implications as they consider making a withdrawal. 

Three tax-deferral benefits of fixed index annuities:

  • Allows for potential growth
  • Allows potential interest to compound
  • Allows planning for tax responsibilities