Annuities for Tax-Deferred Interest Growth

What Is An Annuity?

Annuities1 are contracts that provide tax-deferred interest growth. We offer access to annuities through Savings Bank Life Insurance, as well as other providers approved by Infinex Financial Group. You make payments into an annuity – either one time, or many times – and the insurance company promises to make payments to you for a specified period, or over your entire lifetime. Annuities generally fall into one of two categories: immediate or deferred. Immediate annuities quickly begin making guaranteed payments to you. Deferred annuities generally take longer, but provide you with other important benefits.

Why Buy An Annuity?

Many people choose annuities for their flexibility and features. Annuities offer a tax-deferred way to save for retirement or other needs. But annuities also have other investment features:

  1. Earn tax-deferred interest
  2. You can use annuities to provide guaranteed2 income for life

The bottom line: Annuities allow you to earn tax-deferred interest – you pay no state or federal taxes as the plan accumulates value. Only when we distribute the funds to you will you have to pay taxes.

No Cost, No Obligation Quote

Let us show you how affordable high-quality coverage can be. For a FREE no-obligation quote:

Call us at 800.356.8622 or complete an information request form.

1 Annuities and insurance products may have guarantees and are underwritten and issued exclusively by the respective insurance companies. All guarantees are subject to the claims paying ability of the insurance company. Surrender penalties may apply for early withdrawal. A 10% IRS penalty may apply for withdrawals prior to age 59 ½. An annuity does not provide any additional tax benefit when purchased inside of another retirement account. IRAs are tax-advantaged accounts, and a variable annuity will not provide additional tax savings.

2 All guarantees are by the issuing insurance company and are subject to the claims paying ability of the insurance company.

Investments and Insurance Products are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Bluestone Wealth & Trust is a tradename of Bluestone Bank. Infinex and the bank are not affiliated. Account Executives are representatives of Infinex.

Investment and Insurance Products:

  • Are NOT FDIC Insured
  • Are NOT Insured by Any Government Agency
  • Are NOT Bank Deposits
  • Are NOT Guaranteed by the Bank
  • May Lose Value