by Marketing Staff
You are looking for steady and guaranteed growth, but the rate chase between annuities, CDs, and money market accounts is getting tiresome. And that doesn’t even include the tax mess you might find yourself in.
An annuity from Catholic United Financial is your next income-generating tool. Our annuities currently offer competitive rates on deposits of new money and will never drop below a guaranteed minimum1.
Catholic United Financial does not charge annual, administrative or service fees on your annuity account, which means more money at work for you. You can withdraw to 10% per year (beginning after 12 months) without a surrender charge.2
The retirement stage of life can expand to 25, 35 or 45-plus years of our lives. The guaranteed income feature of annuities has never been more important. Your protected income will always be there when you need it.3
Your money grows tax-deferred, which puts your earnings at work for longer growth potential and tax-free accumulation.
Catholic United Financial annuities are eligible for rollovers of retirement accounts, 401(k)s and IRAs. Use them to consolidate higher-risk investments into guaranteed and secure growth.
Your local Member Advisor is ready to have a conversation soon about your opportunity to put an annuity to work for you. You should know that rates are subject to change, and now is the time to get the process started. Please reach out soon to learn more.
Form 23SPA-1.1Lifetime minimum rate guaranteed. See contract for details. 27-year surrender period applies. Withdrawals prior to age 59½ will be subject to government penalties. 3According to LIMRA.com
