BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. See your annuity documents for details.BBB Business Profiles may not be reproduced for sales or promotional purposes.īBB Business Profiles are provided solely to assist you in exercising your own best judgment. When withdrawal rates are less than interest rates on accumulation values, accumulation values are in position to rise. When withdrawal rates exceed interest rates on accumulation values, accumulation values are in position to fall. Income withdrawal benefits are drawn from accumulation values. Past performance of all financial vehicles and indexes should not be relied upon to predict future results.Income and withdrawal guarantees on fixed index annuities refer to income values, not interest rates on accumulation values. Always consult your tax preparer for tax advice. No specific investment, tax, or legal advice is being given and no offer is made to sell or buy any security, nor any specific insurance product. Income rider values are are designed to generate contractually guaranteed income streams based on pooled reserves, and are separate from accumulated values. Withdrawals prior to age 59 1/2 may incur tax penalties.
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Early surrenders beyond penalty free withdrawal privileges may incure surrender charges.
All guarantees are contractual guarantees provided by the claims paying ability of the insurer. Guaranteed Withdrawal Benefits are optional rider benefits for premium avaialble on some annuities, not available in all states. Fixed index annuities should be viewed as long term income vehicles. Because our portfolios often allocate a combination of securities and insurance based products, we believe it is important for the consumer to understand the difference. Steve Jurich is a licensed life and annuity agent authorized in multiple states including California. All references to locations outside of Arizona relate to our insurance services division only. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Arizona or where otherwise legally permitted. Insurance products and services are offered through IQ Retirement Planning, Inc. Fee based financial planning and investment advisory services are offered by IQ Wealth Management, a Registered Investment Advisor in the State of Arizona. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. Opinions expressed herein are solely those of IQ Wealth Management and our editorial staff. All written content on this site is for information purposes only.
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