Come to a FREE educational workshop and hear how an annuity could help you keep more of your money. You’ll receive a 20-page workbook packed with information about this flexible financial vehicle
Will your savings last as long as you do? One of the top concerns of pre-retirees is that they will not have the money they need to enjoy a comfortable retirement. Fortunately, there are strategies that can help address your long-term income needs. Find out how an annuity could help you accumulate funds for retirement, manage taxes, fight the effects of inflation, and generate an income you can’t outlive.
At this time, in-person seminars are available only in Western Washington. RSVP for reservations and more information call 206-439-5720 or 800-233-2328 ext. 5720 .Check the background of investment professionals associated with this site on http://brokercheck.finra.org.
Generally, annuity contracts have fees and expenses, limitations, exclusions, holding periods, termination provisions, and terms for keeping them in force. Most annuities have surrender charges that are assessed if the contract owner surrenders the annuity. Withdrawals of annuity earnings are taxed as ordinary income. Withdrawals prior to age 59½ may be subject to a 10% federal income tax penalty. Any guarantees are contingent on the claims-paying ability and financial strength of the issuing insurance company.
Variable annuities are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the variable annuity contract and the underlying investment options, can be obtained from your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance Products offered through LPL Financial or its licensed affiliates. BECU and BECU Investment Services is not registered broker/dealers and has a brokerage affiliate arrangement with LPL Financial. BECU, BECU Investment Services and LPL Financial are separate entities.
The investment proucts is sold through LPL Financial are not insured by BECU, deposits are not NCUA Insured. These products are not obligations of BECU and are not endorsed, recommend or guaranteed by BECU or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.