You should now have enough information to have an idea about whether a fixed annuity may be something that you should consider. Remember to review some of the main points that have been covered here as you move on to the next step: tax-deferral, long-term investing, the need for funds before and/or after retirement, and other alternatives for your money. A licensed representative can help explain your choices, and may be able to help you choose the annuity that best suits your needs.
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA (Opens in a new Window)/SIPC (Opens in a new Window). UniVest Financial Services is a trade name of UniBank. Infinex and UniBank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of, nor guaranteed or insured by, any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.