Educational Library
The Power Of Knowledge. To assist in your investing journey, we're providing informative printable resources to help you learn more about topics related to the Action Family of fixed annuities. We update materials regularly, so keep checking back.
What is an Annuity? An annuity is a long-term, tax-deferred vehicle designed for retirement. Earnings are taxable as ordinary income when distributed and may be subject to a 10% additional tax if withdrawn before
age 59½.
Literature
Considering Fixed Annuities Brochure
Long-Term Guarantees For Long-Term Goals
Currently Taxable Return
Real Rate of Return on CDs
Action One - EarningsMax
A Wealth of Knowledge
The Center for Financial Insight is an educational resource designed to help you navigate the complex and ever-changing world of saving and investing. Our mission is to raise the overall level of financial education by providing straightforward, engaging information on a variety of topics relevant to the modern investor.