ANNUITY - Nature Insurance

(408) 383-9790
Go to content

Main menu:

Sun Life Financial
Money for Life. "You'll always need to cover your basic living needs in retirement. A life annuity gives you the security of knowing you'll have a guaranteed monthly cheque no matter how long your retirement lasts, you could pay less tax on the income you earn and you even have the option to leave a legacy."
An annuity is an insurance product that pays out steady income in the future. Once you make an investment in the annuity, and it then makes payments to you on future date(s). You can receive annuity income in a lump sum payment or periodically. Your payment amounts are determined by a variety of factors, either for the rest of your life, or for a set number of years. How much you receive depends on whether you opt for a guaranteed payout (fixed annuity) or a payout stream determined by the performance of your annuity's underlying investments (variable annuity). 

Should we use Annuity in our Retirement Planning?

While annuities can be useful retirement planning tools, the premium is normally high expense. Anyone who considers an annuity should research it thoroughly first, before deciding whether it's an appropriate investment for someone in their situation.

Please feel free to contact us with any questions or concerns you might have about the Affordable Care Act.          
Click Below for Additional Information

<Enter Text here>
<Enter Text here>
<Enter Text here>
<Enter Text here>
Back to content | Back to main menu