Links & Tools

LINKS

Variable Annuity Comparison Tool   Please Note: An investor should carefully consider the investment objectives, risks, charges and expenses of the investment before investing or sending money. For a prospectus and underlying fund prospectuses containing this and additional information, please contact your financial professional. Read it carefully before investing. The summary of product features is not intended to be all-inclusive. Restrictions may apply. The contracts have exclusions and limitations, and may not be available in all states or at all times. Variable annuities are investments subject to market fluctuation and risk, including possible loss of principal. Your units, when you make a withdrawal or surrender, may be worth more or less than your original investment. 

Variable annuities are long-term investments to help you meet retirement and other long-range goals. Withdrawal of tax-deferred accumulations are subject to ordinary income tax. Withdrawals made prior to age 59½ may incur a 10% IRS tax penalty. The Company nor its representatives offer tax advice. Annuities are not deposits or obligations of, or guaranteed by any bank, nor are they FDIC insured. 

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RESEARCH TOOLS

Investment Adviser Public Disclosure

Investment Professional Designations  Please Note:  The States, SEC nor FINRA approve or endorse any professional credential or designation.

FINRA Market Data

CALCULATORS 

CPI Inflation Calculator 

401(k) and IRA Required Minimum Distribution Calculator

401(k) ‘Save the Max’ Calculator

Savings Calculator

College Savings Calculator

Loan Calculator

Accrued Interest Calculator