In today’s economic environment, fixed annuities can offer compound growth without the anxiety associated with stock market volatility. In addition to the financial security they bring, fixed annuities can also reap attractive yields, earn tax advantages and provide liquidity. Whether you’re considering fixed annuities, or have purchased them in the past, it’s always a good idea to reevaluate your current options and priorities.
Strategize for retirement.
Generate an income stream to supplement your Social Security payments, pension plans, or other employer-sponsored retirement plans.
Maintain financial independence.
Pay for long-term care expenses that allow you to stay in your own home, rather than rely on your children for care.
Invest in your future.
Fulfill a specific purpose or long-term goal, such as making a charitable gift or providing a legacy for your heirs.
Grow funds on a tax-deferred basis.
Increase your savings with tax-deferred earnings. Taxes are only incurred when you cash out your annuity.
Other types of 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.
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. A fixed annuity is an insurance contract that provides a rate of return on the principal amount guaranteed by the issuing insurance company for a specified period and is subject to the financial strength of the insurance company.
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.
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