Are Annuities the Right Investment Choice for Your Clients

January 29, 2019
Are Annuities the Right Investment Choice for Your Clients

Set Your Goal Then Compare Before You Buy

Your clients have many investment choices, all with various features and results. Does an annuity have the right combination of guarantees, features and results to meet their financial goals? Let's compare many of the common features of annuities and other types of investments.

 

 Deferred AnnuityMutual FundCorporate BondBank CDTreasury BillStockMoney Market

Principal Protection*

Deferred Annuity

Mutual Fund

Corporate Bond

Bank CD

Treasury Bill

Stock

Money Market

Tax-Deferred Compounded Growth

Deferred Annuity

Mutual Fund

Corporate Bond

Bank CD

Treasury Bill

Stock

Money Market

Social Security Benefit Tax Avoidance

Deferred Annuity

Mutual Fund

Corporate Bond

Bank CD

Treasury Bill

Stock

Money Market

Guaranteed Growth

Deferred Annuity

Mutual Fund

Corporate Bond

Bank CD

Treasury Bill

Stock

Money Market

Competitive Growth

Deferred Annuity

Mutual Fund

Corporate Bond

Bank CD

Treasury Bill

Stock

Money Market

Lifetime Income Options

Deferred Annuity

Mutual Fund

Corporate Bond

Bank CD

Treasury Bill

Stock

Money Market

Guaranteed Survivor Benefits

Deferred Annuity

Mutual Fund

Corporate Bond

Bank CD

Treasury Bill

Stock

Money Market

Deferred Annuity

Principal Protection*

Tax-Deferred Compounded Growth

Social Security Benefit Tax Avoidance

Guaranteed Growth

Competitive Growth

Lifetime Income Options

Guaranteed Survivor Benefits

Mutual Fund

Principal Protection*

Tax-Deferred Compounded Growth

Social Security Benefit Tax Avoidance

Guaranteed Growth

Competitive Growth

Lifetime Income Options

Guaranteed Survivor Benefits

Corporate Bond

Principal Protection*

Tax-Deferred Compounded Growth

Social Security Benefit Tax Avoidance

Guaranteed Growth

Competitive Growth

Lifetime Income Options

Guaranteed Survivor Benefits

Bank CD

Principal Protection*

Tax-Deferred Compounded Growth

Social Security Benefit Tax Avoidance

Guaranteed Growth

Competitive Growth

Lifetime Income Options

Guaranteed Survivor Benefits

Treasury Bill

Principal Protection*

Tax-Deferred Compounded Growth

Social Security Benefit Tax Avoidance

Guaranteed Growth

Competitive Growth

Lifetime Income Options

Guaranteed Survivor Benefits

Stock

Principal Protection*

Tax-Deferred Compounded Growth

Social Security Benefit Tax Avoidance

Guaranteed Growth

Competitive Growth

Lifetime Income Options

Guaranteed Survivor Benefits

Money Market

Principal Protection*

Tax-Deferred Compounded Growth

Social Security Benefit Tax Avoidance

Guaranteed Growth

Competitive Growth

Lifetime Income Options

Guaranteed Survivor Benefits

 

The Standard Advantage

  • Strength. 100+ years in the insurance business.
  • Stability. “A” rating or higher from A.M. Best for 90+ years.
  • Service. Personalized customer service starting from day one.

 

* Please note that while Standard Insurance Company offers products that provide principal protection, not all deferred annuities provide this feature. The table above is for illustration purposes only and is not intended as tax or financial advice. As always, before making important financial decisions, please consult with your financial or tax advisor for information specific to your situation.

 

Sales and Marketing Toolkit

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Annuities With You in Mind

(Fillable PDF)

 

Annuities are not (a) insured by the FDIC or any federal government agency, (b) deposits of or guaranteed by any bank or credit union and (c) a provision or condition of any bank or credit union activity. Some annuities are subject to investment risk and may lose value. A surrender charge may apply during the surrender period, and a 10% penalty may apply to withdrawals prior to age 59½.

 

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