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What is an Annuity?

An annuity is a way to provide supplemental retirement income by converting your annuity into a stream of income that can then be paid over a fixed period or for your lifetime.

Types of annuities:

  • Immediate - Provides income payments that normally begin within a year after the premium is paid.
  • Deferred - Provide income payments that begin later, often after many years. Deferred annuities are designed for long-term savings purposes.

How does an annuity work?

An annuity allows a customer to deposit money (premiums) with an insurance company that can earn interest and grow on a tax-deferred basis with the agreement that the insurance company will then provide a series of payments back to the customer at regular intervals.

Extended Care: A Patchwork of Possibilities

Extended Care: A Patchwork of Possibilities

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