Financial Annuities

A long-term investment issued to protect you from the risk of outliving your income, financial annuities are converted into payments that can last you through your lifetime.

Long term or short term, we are here to help you plan out your financial annuities so you are set for the future. If chosen and managed appropriately, you can tailor an annuity to meet your family’s needs through specific timing and by creating anticipated and planned changes based on known needs of your future.

Ask one of our founders how we can help you navigate the process of investing in financial annuities today.

Annuities are long-term, tax-deferred investment vehicles designed for retirement purposes. Guarantees are based on the claims-paying ability of the issuer. Withdrawals made prior to age 59½ are subject to a 10-percent IRS penalty tax, and surrender charges may apply. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. The investment returns and principal value of the available subaccount portfolios will fluctuate, so the value of an investor’s unit, when redeemed, may be worth more or less than the original value. Optional features available may involve additional fees.

400 South West Bluff Drive, Suite 107
Bend, OR 97702
(541) 639-8055