Why would I need an Indexed Annuity?

Income For Life

Income For Life

Guarantees income for the rest of your life, reducing risk of outliving savings or 401k.
Tax Deferred

Tax Deferred

Rolling over your old 401k is tax-deferred, earnings grow tax-deferred until withdrawn.
Living Benefit Options

Living Benefit Options

Access to money if you face chronic, critical, terminal illness or require long-term care.
Death Benefit Options

Death Benefit Options

Some offer beneficiaries a payout if you pass away before receiving all of your benefits.
Market Protection

Market Protection

Indexed Annuities protect you by shielding your money from unforseen market losses.
Customizable Payouts

Customizable Payouts

Receive monthly or yearly income the rest of your life, or the rest of your spouse’s life.

Ready To Start Drawing An Income Now?

You can begin drawing a yearly or monthly income for yourself soon after purchasing the annuity.
 
Your money will be protected from market losses, keeping it safe during periods of uncertainty.
 
Learn more about how to begin drawing income now with an Immediate Annuity.
 
Book a free session with one of our professionals to get started.

Ready To Start Drawing An Income Now?

Begin drawing yearly or monthly income for yourself soon after purchasing the annuity.
 
Your money will be protected from market losses, safe during periods of uncertainty.
 
Learn more about how to begin drawing income now with an Immediate Annuity.
 
Book a free session with one of our professionals to get started.
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Why Contact A Heritage Fidelity™ Agent?

Personalized Guidance – An agent can tailor solutions based on your specific income needs, risk tolerance, and retirement goals.
 
Guaranteed Income Options – Learn how Indexed Annuities can provide steady, guaranteed income you can’t outlive.
 
Living Benefit Options – Learn how Indexed Annuities can provide access to your money if you're diagnosed with a critical, chronic, or terminal illness.
 
Market Protection – Discover how you can grow your money without the risk of losing principal during market downturns.
 
Tax-Advantaged Strategies – Agents can explain how Indexed Annuities may offer tax-deferred growth or tax-free benefits.
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Why Contact A Heritage Fidelity™ Agent?

Personalized Guidance – An agent can tailor solutions based on your specific income needs, risk tolerance, and retirement goals.
 
Guaranteed Income Options – Learn how Indexed Annuities can provide steady, guaranteed income you can’t outlive.
 
Living Benefit Options – Learn how Indexed Annuities can provide access to your money if you're diagnosed with a critical, chronic, or terminal illness.
 
Market Protection – Discover how you can grow your money without the risk of losing principal during market downturns.
 
Tax-Advantaged Strategies – Agents can explain how Indexed Annuities may offer tax-deferred growth or tax-free benefits.

Customer Testimonials

Heritage Fidelity really took great care of me when I needed help deciding what to do with my 401k that needed to be rolled over. They took the time to educate me and I got a great solution. In the end thanks to them I feel so much better about my retirement income.