Committed to Your Financial Well-Being
Join us on a journey where your financial goals and security are our top priorities.
Fixed Indexed Annuities (FIA)
Discover the power of annuities, a cornerstone of retirement planning. An annuity is a contractual agreement with an insurance company where you contribute funds through regular payments. In return, you receive a series of disbursements. This arrangement provides a predictable and steady stream of income, crucial for retirement.
Fixed Indexed Annuity Benefits
Guaranteed Interest Rates
Fixed Annuities guarantee interest rates for a set period of time.
Protect Your Investments
The money you invested is shielded from stock market losses.
Tax Deferred
Growth
You do not need to pay income taxes until you start receiving payments.
Busting Annuity Myths
With a Puritan Annuity, you can access up to 10% of your funds per year without paying any surrender charges. With most Puritan annuities, you will have access to your funds without surrender charges if you are diagnosed with a terminal illness.
While there are different types of annuities, Puritan fixed annuities have no policy fees or annual fees.
At Puritan Life, we recommend you name a beneficiary. If you pass away before you elect to receive lifetime income, your beneficiary will have options for how they wish to receive the value of your annuity.
Puritan Fixed Indexed Annuities
Puritan FIAs include full payment of the annuity value on death and penalty-free withdrawals, even in year one. Puritan FIAs also include riders that waive surrender charges for critical or terminal illness, and there are optional riders that provide benefits like a one-time bonus, lifetime income, and enhanced lifetime income. Riders vary by product and are often at an additional charge.
Market Index Annuity
Distributed in partnership with Peak American Financial Group
Interest Plus Annuity
Distributed in partnership with M&O Marketing