Financial Insurance

Leverage a tax-free way to enjoy secure retirement income.
Annuities are a great addition to any investment portfolio, because they guarantee a certain amount of income for a specific period of time. They are tax-deferred, safe, and fixed annuities are guaranteed to provide the returns stated on the policy.

There are generally two types of annuities—fixed and variable. In a fixed annuity, the insurance company guarantees that you will earn a minimum rate of interest during the time that your account is growing. The insurance company also guarantees that the periodic payments will be a guaranteed amount per dollar in your account. These periodic payments may last for a definite period, such as 20 years, or an indefinite period, such as your lifetime or the lifetime of you and your spouse should you choose to annuitize the contract.

In a variable annuity, you can choose to invest your purchase payments from among a range of different sub-accounts. The rate of return on your purchase payments, and the amount of the periodic payments you will eventually receive, will vary depending on the performance of the investment options you have selected.

Let one of our Certified Financial Planners help you decide which annuity can help you reach your financial goals.

Disclosure: Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Global Financial Private Capital or GF Investment Services.

Securities offered through GF Investment Services, LLC. Member FINRA / SIPC
2080 Ringling Boulevard, Third Floor, Sarasota, Florida, 34237. Phone: 941-441-1902
Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor.
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