Annuities

Stephens Insurance provides our clients with experienced consultation on the inclusion of annuities in retirement and wealth management strategies.

Tax-Advantaged Annuity Solutions

Annuities allow you to earn tax deferred income, create wealth for you and your heirs or provide a guaranteed income stream throughout your life. A flexible, tax-advantaged investment vehicle, annuity features include:

• Tax-deferred growth
• No IRS contribution limits
• Flexible withdrawals
• Avoidance of probate
• Optional guaranteed income (for a fixed period of time or life)
• Guaranteed Death Benefit for heirs

Experienced Consultation

Our expert financial advisors will assist you in selecting annuities that supplement your strategic wealth preservation plans. Flexible annuity strategies can be specifically selected for

• Long-term tax deferred growth
• Asset preservation and tax-deferred growth
• Predictable income and guaranteed rate of return

Let us help you design your wealth accumulation and retirement income strategy. Contact your Stephens Insurance Advisor or call
1-800-643-9691.