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Fixed Annuities
In today’s economic environment, fixed annuities can offer compound growth without the anxiety associated with stock market volatility. In addition to safety, other fixed annuity advantages can include attractive yields, tax efficiency, and liquidity.
To determine if a fixed annuity is right for your current financial situation and your long-term investment goals, contact an Infinex investment program representative today. Current rate information is available below!
| Insurance Carrier | Product | Rating* | Band | Minimum | Rate** | |
|---|---|---|---|---|---|---|
| United Life Insurance Company | Performance SPDA-3 | A- | High | $100K | 4.90% | |
| Low | $25k | 4.70% | ||||
| Oxford Life Insurance | Multi-Select 3 | A | $20K | 4.85% |
| Insurance Carrier | Product | Rating* | Band | Minimum | Rate** | |
|---|---|---|---|---|---|---|
| Security Benefit Life | Advanced Choice 5 | A- | High | $125K | 5.10% | |
| Low | $10k | 5.00% | ||||
| American National Insurance Company | Palladium MYG Annuity 5 | A | High | $250K | 5.40% | |
| Mid | $100k | 5.25% | ||||
| Low | $5k | 5.15% |
Schedule an Appointment Today
Contact our Client Information Center at 718.682.3715 or email Donna Bartholomew at dbartholomew@infinexgroup.com to connect with our Wealth Management Team.
Rates effective 2/22/23.
* Financial rating from A.M. Best rating agency.
** Rates are subject to change. Contact an Infinex investment program representative for current rates.
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC.
Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.