Retirement Income

Annuities

Guaranteed income for retirement. Convert a lump sum into steady, predictable payments you can't outlive. Tax-deferred growth with multiple payout options to fit your retirement goals.

Right for you if...

See if annuities match your needs

  • You want guaranteed retirement income you can count on every month
  • You're looking for tax-deferred growth on your savings
  • You want to protect against outliving your savings
  • You're seeking predictable monthly payments in retirement
  • You're planning for supplemental retirement income

Key Benefits

Why annuities are a smart choice for retirement

Guaranteed Lifetime Income

Receive steady payments for as long as you live. Never worry about running out of money in retirement.

Tax-Deferred Growth

Your money grows tax-deferred until you withdraw, allowing your investment to compound faster over time.

Principal Protection

With fixed annuities, your principal is protected from market volatility. Your savings remain secure regardless of market conditions.

Multiple Payout Options

Choose the payout schedule that fits your needs — lifetime, joint, period certain, or lump sum options available.

What's Included

Everything that comes with your annuity

Guaranteed income stream

Reliable payments you can depend on throughout retirement

Tax-deferred accumulation

Your funds grow without immediate tax obligations

Death benefit for beneficiaries

Remaining value passes to your loved ones

Multiple annuitization options (fixed/variable)

Choose between fixed rates or market-linked growth potential

No market risk on fixed annuities

Your principal is protected from market downturns

Coverage Details

Contribution

Various Amounts

Options

Immediate or Deferred

Flexible contribution amounts with both immediate and deferred payout options to match your retirement timeline.

Annuity Questions

Common questions about annuities

Fixed annuities offer a guaranteed interest rate and predictable payments — your principal is protected from market risk. Variable annuities allow you to invest in sub-accounts (similar to mutual funds), offering higher growth potential but with market risk. Many people choose fixed annuities for security and variable for growth potential.

The best time depends on your financial goals. Deferred annuities work well during your earning years, allowing your money to grow tax-deferred. Immediate annuities are ideal when you're ready to convert savings into income — typically at or near retirement. The earlier you start a deferred annuity, the more time your money has to grow.

Most annuities allow partial withdrawals, but early withdrawals before age 59½ may incur a 10% IRS penalty plus income taxes. Many contracts also have surrender charges during the first several years. Some annuities offer a free withdrawal provision (typically 10% per year). Your advisor can help you understand the specific terms of your contract.

It depends on the payout option you selected. With a life-only annuity, payments stop at death. With a joint-and-survivor annuity, payments continue to your spouse. Period-certain annuities guarantee payments for a set number of years — if you pass away early, remaining payments go to your beneficiaries. Most annuities also include a death benefit during the accumulation phase.

Ready to Secure Your Retirement?

Speak with a licensed advisor to find the right annuity for your retirement goals. No obligation, no pressure — just expert guidance.

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