Annuities

Annuities offered through the world’s leading financial institutions are available through Tarkenton Financial. These financial instruments meet the needs of today’s growing population in the 50-plus age group by offering benefits to address a variety of needs, including nursing home care and post-retirement disability. This extensive provider list includes: Aviva, Great American Life, Old Mutual, American Equity, Allianz, ING, Life of the South West. A full complement of annuity types, each appealing to seniors’ unique requirements is also provided through Tarkenton Financial. They include:

Fixed Indexed Annuities for those who would like to participate in the gains of the market without taking any principal risk.
High Liquidity Annuities when it’s flexibility you want.
Guaranteed Income for life.
Fixed Interest/CD Type Annuities for more conservative investors.
Taxed deferred growth from annuity planning while creating an income stream.

What is a Fixed Indexed Annuity

These are Insurance policies, not stocks, bonds, mutual funds, etc.
There is NO risk to my Principal so every dollar I use is guaranteed not to go down in value
Every interest gained is LOCKED IN, so every dollar I earn in a contract year is also guaranteed not to go down in value
In exchange for points 2 and 3, I must adhere to contractual language that limits access to my policy values. Limits such as a) maximum annual withdrawal amounts and b) multiple-year (decreasing) surrender charges
Also in exchange for points 2 and 3, my interest gains may never be as high, as those realized by stocks, bonds, mutual funds, etc.
Every interest gained is a TAX DEFERRED gain
Every policy is backed by an A-rated insurance carrier (at time of purchase), according to A.M. Best.
Every policy is a Fixed Index Annuity or FIA (also known as Equity Index Annuity or EIA)

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