Immediate Deferred Annuity

 

Can Annuities Help You with your Financial goals? 

There are immediate annuities, deferred annuities, and then there are immediate deferred annuities. An immediate annuity is when you want to put money into an annuity and start taking income immediately.

This plan could be set over 5 years, 10 years, or even for life. However, it is important to have a cashback return set up along with your immediate deferred annuity in the event that you pass away before the money is all taken out.

Why Buy an Immediate Deferred Annuity?

 

  • Creating your own lifetime pension
  • Investing in a home
  • Planning for retirement
  • And so much more

Why Choose Great Lakes for Annuity Guidance?

As an independent financial advisor, we have the resources, knowledge, and experience to help you find the absolute best type of annuity to meet your goals and needs. Contact Kevin Walker today with any questions or to get started with your financial plan.

Contact Kevin Walker today with any questions!

    GLPI 1031 Disclaimer

    Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC

    Headquartered at 80 State Street, Albany, NY 12207.

    Purshe Kaplan Sterling Investments and Great Lakes Properties and Investments are not affiliated companies.

    Investments through PKS or Great Lakes are:

    NOT FDIC INSURED

    NOT BANK GUARANTEED

    MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL

    NOT INSURED BY ANY STATE OR FEDERAL AGENCY