![]() ![]() We do business as Annuity Resources Insurance Services in CA. We focus on selling MYGAs, SPIAs, and DIAs and refer those interested in other types of annuities to other insurance agencies when possible. Annuity Resources, LLC is a licensed fixed annuity producer in most states. Annuities are distributed by Annuity Resources, LLC. You must withdraw 100 of the Death Proceeds by the end of ten years from the date of death. The Inherited IRA guarantee period must be less than ten years. They may offer an annuity to you for sale. An agent who is appointed with Sentinel Security Life and licensed in your state must facilitate this request. When you contact us you may speak with a licensed insurance agent in your state. Please contact us to receive the latest brochure. In this annuity review, we will be covering the following information about the Sentinel Security Life Personal Choice Plus Annuity: Product type Fees Current rates Realistic long-term return expectations How this annuity is best used How it is most poorly used Annuities can be complex. Annuity information on this site may not be current or applicable in your state. The materials, names, logos, brochures, etc used in our annuity reviews are property of their owners and not those of. Product availability varies based on the state you live. The reviews and annuity information on this website may not be current and may not apply in the state you live in. Need more room for information or signatures Use a copy of the relevant page. For best results, use CAPITAL letters and black ink. All guarantees are backed by the claims-paying ability of the insurance company. Fidelity Income Advantage® Annuity and Fidelity Freedom Lifetime Income® Annuity Use this form to make a one-time withdrawal from or to surrender your annuity contract. Annuities are not offered by the US Government, not government-guaranteed, and are not FDIC insured. Please consult with a qualified financial planner, advisor, tax, and legal advisor to determine if an annuity is right for your situation. This website is not intended to be a recommendation for you to purchase an annuity. Please work with a qualified specialist.ĭISCLAIMER: The information on this website is for educational purposes only. Interest would be taxed, but the principal would not. Non-qualified withdrawals have been taxed already, so only interest is taxed. ![]() If you withdrawal money that has never been taxed, withdrawals are 100% taxable. If your elected beneficiary is your spouse he/she can take the accumulated value without surrender charges at time of death.Īnnuities typically grow tax-deferred. The cash surrender value includes a possible surrender charge and market value adjustment unless they wait until the contract term ends. If you pass away before the end of your annuity contract, your beneficiaries will receive the cash surrender value. If you do nothing, the contract renews for the same term and rates effective at that time. Withdrawal any amount free of charges and fees.Ģ. If you do not have policy information, please contact us at 80. This product is only available in the following states (CA).ģ0 Days prior to the end of your contract term, you will have the option to choose from the following.ġ. Please enter your Annuity policy number with corresponding owner information. Personal, Traditional IRA, Roth IRA, SEP-IRA, SIMPLE-IRA, 403(b). ![]()
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