800.308.BELL

Deferred Annuities

Deferred Annuity: An annuity that provides a way to accumulate monies tax-deferred.

Fixed Annuity: An annuity contract that provides a guaranteed minimum interest rate and a higher current interest rate for shorter time periods during a deferred annuity's accumulation phase.

Below is a list of our Core Fixed Annuities. Please contact us if the annuity you are looking for is not listed.

Available Files

Option: Show Details

Annuities > Products > Deferred Annuities

Deferred Annuities

An Introduction to Deferred Annuities (PDF)

Additional Coverage with Accelerated Underwriting:

Available to individuals who have been fully underwritten for term insurance within the past 5 years
No new medical exam required
Available up to age 60 and $1,000,000 DB
Access to some of the most competitive term products in the marketplace

Unique Indexed Annuity:

12% commission available
Extremely liquid
Up to 60% of Asset Value after just 30 days penalty free!
Built-in Accelerated Care Benefits
"A" rated AM Best

Simplified Issue IUL Program:

No medical exam (phone underwriting)
Targets age 40-60 clients looking for tax-free retirement income
Uses #1 selling indexed UL product in the country!
Up to $1,000,000 of coverage available!