Recent market volatility and concerning global events are causing many investors to consider diversifying their portfolio even further by including annuities as part of their retirement strategy. Why? There are several reasons you might want to consider annuities, including their growth potential, ability to provide guaranteed income and limit losses. We’ve outlined these and other reasons below. If you have questions or would like more details on life insurance options, reach out to a financial professional at Kalsee Credit Union.
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1.Guaranteed Income
2.Tax Benefits
3.Protection Against Loss
4.Long-term Planning
5.Estate Planning
Annuities aren’t for everyone, so it’s important to discuss your retirement goals with a financial professional who understands the pros and cons of these and other investment options and can recommend products that best suit your needs. Talk with a financial professional at your credit union today.
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* Some features come at an additional cost. Be sure to discuss such features with a financial professional and go over all potential fees and expenses prior to purchase.
** Variable annuities are offered by prospectus only. The prospectus contains information about the benefits, features, fees and charges associated with investing in the product.
Obtain a prospectus from your financial professional and be sure to read it carefully before investing.
CBSI-3192613.1-0820-0922 ©2020 CUNA Mutual Group
SOURCE:
1 Internal Revenue Service, Topic No. 558 Additional Tax on Early Distributions from Retirement Plans Other than IRAs, July 7, 2020
Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/ NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.

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