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Annuities and Insurance - Popular Investments
Annuities and Insurance
Safeguard your financial legacy.
Popular Investments offers access to a mix of solutions and tax-deferred benefits to help you protect the financial future of your family or business.
Annuities
We offer access to a broad range of
annuities including fixed, variable, immediate and indexed annuities.1 Popular Investments can help you find the best option that meets your needs.
Fixed Annuities
Take advantage of fixed, tax-deferred interest rates to earn guaranteed2 payouts in the future.
Variable Annuities
Combine the tax-deferral benefits of
a fixed annuity with the flexibility and performance of an
investment fund.
Immediate Annuities
Make a lump-sum, tax-deferred investment and begin receiving income payments immediately thereafter.
Indexed Annuities
Earn potentially higher yields based on a market index, and gain protection against sudden market declines.
Get the financial security you need with a fixed annuity.
Insurance can provide financial protection for your family or business. Choose from a range of insurance products, including term, whole life, wealth transfer or long-term care insurance.
Why choose the Popular Investments Team?
Expert Advice
Popular Investments has trained investment professionals ready to discuss your options and find what's right for you.
Unbiased Feedback
We aren’t pushing our own investment products, which means you get unbiased feedback.
Personalized Service
We listen to you. You’re not a number in a portfolio.
Investing with experienced professionals is your future.
Schedule a personalized planning session with a financial consultant today.
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. (“Infinex”).
Member FINRA / SIPC.
Popular Investments is a unit of Popular Bank. Infinex and Popular Bank are not affiliated.
Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States
and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate.
These products are subject to investment risk, including the possible loss of value.
Investment and insurance products:
Are not FDIC insured
Are not guaranteed or insured by any bank or bank affiliate
Are subject to investment risk, including the possible loss of value
Are not deposits or obligations of any bank or any bank affiliate
Are not insured by any federal government agency
Are not a condition to any banking service or activity
1Before deciding on an annuity, you should consider your income and liquidity needs, risk tolerance, fees, expenses, possible surrender charges, and investment objectives. You are strongly urged to consult with your retirement or tax advisors to determine if an annuity is suitable in your financial situation.
2All guarantees are by the issuing insurance company and are subject to the claims paying ability of the insurance company.
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