Annuities
If you're between the ages of 45 and 80, and you prefer a conservative investment style, an annuity may be the right choice for you. Annuities can be particularly effective in:
- Planning for retirement
- Managing a large sum of money for the long term (such as an inheritance or court settlement)
- Helping you pass funds to your heirs without the hassles of probate
- Minimizing your tax liability
You must be willing to commit your money for at least 5 to 7 years.
Securities products are offered through Compass Brokerage, Inc., member FINRA and SIPC and insurance products are offered through Compass Insurance Agency, Inc., each an affiliate of Compass Bank.
Securities and insurance products:
- Are not FDIC insured
- May lose value
- Are not Bank Guaranteed
