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Annuities

As advisors, protecting your clients’ portfolio and retirement plan is not only important to retaining their business, but a mutually beneficial partnership that allows you to grow yours.

PLANNING MADE SIMPLE

The major benefits of annuities lie in their stability, regardless of market volatility, with an added bonus of being tax-deferred. Our annuity specialists take the complexity out of the process, and will guide you through the sales process from beginning to end. GBS only advises the sale of products that are financially and logically suitable to your clients, and work in concert with one another to ensure that each case is handled with attention and care.

ANNUITIES WE OFFER

  • Fixed/Traditional Annuities are for individuals who desire a guarantee of their principal, and a fixed interest on their investment. Fixed annuities offer very little risk, and are not subject to the fluctuations of the market. Annuities can also offer interest rates that are preferable than those offered by a savings account or a CD.
  • Multi-Year Guarantee Annuities (MYGAs) are a type of Fixed Annuity that pay a specific percentage yield for a contracted period of time, and individuals are able to defer the taxes on the interest until the investment is withdrawn. MYGAs also tend to have a little more liquidity, and many allow an annual 10% penalty-free withdrawal. 
  • Fixed-Indexed Annuities offer clients a little more reward on their money by being linked to market indexes such as the S&P or NASDAQ, without risking their principal. Retirees can receive interest based on the market’s growth while also receiving a guarantee on their original principal.
  • Single Premium Immediate Annuities (SPIAs) are products that accept a lump-sum contribution, and then distribute a steady stream of income. SPIAs allow the client to specify the time period over which the annuity pays out, and the benefit is locked in at a guaranteed stream of income that cannot be outlived.

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"I have had the pleasure of working with GBS for the last 17 years. I have found that there is no one better in the industry in terms of providing me with my brokerage insurance and annuity business."

- Stephen E., CPA Fairfield, CT

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