QUALITY PRODUCTS FROM EXCEPTIONAL COMPANIES:
A strong investment strategy is critical to helping your money grow and, ideally, outpacing inflation. However, if you're like many people, you may not have the time or the inclination to analyze how different investments or securities may fit into your portfolio.
The steps below can help guide you through the investment planning process.
- Clarify your investment goals
- Assess your financial situation
- Understand your investment options
- Apply diversification
- Allocate your funds
- Monitor your progress
- Consider tax implication
An indexed annuity in the United States is a type of tax-deferred annuity whose credited interest is linked to an equity index—typically the S&P 500 or international index. It guarantees a minimum interest rate if held to the end of the surrender term and protects against a loss of principal.