It's important to avoid recommending annuities that are overly complex or unnecessary for the client's needs

Information) and Sick Leave (General Information) fact sheets for more information. ... Since phased retirees must be eligible for an immediate retirement annuity ... Charitable Gift Annuity—Immediate Payment. Diagram Description. Immediate ... The information contained herein is offered for general informational and ... Charitable Gift Annuity—Immediate Payment ... The information contained herein is offered for general informational and educational purposes. The figures cited ... This article is for informational purposes only and is not a replacement for real-life advice, so make sure to consult your tax, legal, and accounting ... Retirement Planning 101. Develop or refine your savings strategy with a lesson on the information and tools you'll need to build the retirement you want. Sep 11, 2023 ... But in this informative blog, I'm going to tell you why you might need to consider structuring your lifetime income payment life only or joint ... Retirement Annuity Policy ~ NN.RA.(0608)1; Single Premium Deferred Income Annuity ~ ICC16.NN.DIA.(1116); Single Premium Immediate Annuity ~ ICC11.NN.SPIA ... Sep 18, 2018 ... You are entitled to retire on an immediate annuity under a retirement system for civilian employees. • You have been insured for the 5 years ... In addition, any principal that is not taken as income is kept by the insurance company. For more information on Immediate Annuities, read this guide. Fixed ... Sales Desk. For information about our products, consultation on how to integrate annuities into your clients' retirement planning, or assistance with submitting ...