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Annuity Education

Annuity Education

Helping you save more

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  • What is the best annuity for you?
    • How to research and choose from
    • Fixed Set Rate Annuities
  • What is a Fixed Annuity?
    • Fixed Annuity Liquidity Features
  • Income For Life
    • For Growth
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Fixed Set Rate Annuities

Fixed Set Rate Annuities

With guaranteed level “set rate” fixed annuities, the annual growth interest rate is set and is known, right up front, when the owner purchases a “set rate” fixed annuity. This level “set rate” is very similar, as if you were to go into a bank and ask the teller how much interest are you paying for a five-year CD. The bank would tell you the interest rate upfront and then you would know how much growth you’re going to get at the end of that five year maturity term. With a “set rate” fixed annuity, the interest rate is known and set right at the beginning.

With certain annuity types, like “SET RATE” fixed annuities, your interest rate is known and set, right at the beginning, and is locked-in for a duration.

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*Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered Investment advisor, BCM and Walbridge Financial are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.
Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity products guarantees are subject to the claims, paying ability of the issuing company and are not offered by BCM. Index or fixed annuities are not bank products and are not FDIC insured. They are not designed for short term investments and my and subject to caps, restrictions, fees and surrender charges as described in the annuity contract.