Annuities Comparison at a Glance

 Back to Non-Qualified Annuities

Deferred AnnuitiesImmediate Annuities
Fixed or Variable rate of returnFixed
Tax-deferred growth (returns will vary with variable annuities and there is the risk of loss).XXXX
No contribution limitsXXXX
Death benefit1XXXX
Income for a fixed period of time2XXXX
Income later2XX
Income now2XX
Allows periodic contributions to fund the annuityXX
Guaranteed principal and interest rates4XX
Growth potential from investment portfoliosXX
Irrevocable one-time purchaseXX