Annuities
Variable & Fixed Annuity
Variable and Fixed Annuities enable you to invest in a selection of accounts. All capital in annuities grow and compound tax-deferred until you begin making withdrawals.
A professional from Calvert, Cohen and Wilson is a great choice to help you with your annuity. Winners of many local awards in Houston, TX including an award from congress for outstanding service in their industry, have a golden track record with no annual losses in 7 years and have been given the gold star award from the Better Business Bureau.
Fixed annuities are invested primarily in government securities and high-grade corporate bonds. They offer a guaranteed rate, typically over a period of one to ten years. Variable annuities enable you to invest in a selection of sub-accounts, such as securities portfolios, fixed interest accounts, and money market securities.
Because planning your financial future can be complicated, and your set of circumstances unique, it's important that you have the help of highly trained and experienced financial advisor.
Our Financial Representatives make sure your needs are looked at from every perspective so they have a group of trusted financial advisors and planners in areas like retirement planning, estate planning, asset allocation, advanced planning and small business planning. This personalized approach leads to customized recommendations that will help you make decisions that are right for you and those who depend on you.
There is no limit as to how much you can invest in annuities! Most annuities are paid for with after tax dollars - that is, money which has been received by the individual and on which taxes must be paid. The main advantage to putting the funds into an annuity is that any interest on the invested funds are able to grow tax deferred until such time as the money is withdrawn (annuitization stage).
We are so sure our Annuities experts can help you we are willing to offer you a free consultation at one of our award winning workshops. While we treat you to an amazing steak dinner at one of the nicest steak houses in the Houston area, one of our specialists will give great advice and tips on how you can most effectively handle your annuities. As a final courtesy offering, if you would like, we will sit with you and create a custom individual wealth plan analysis for FREE!
We ask for nothing from you other then for you to contact us so as we can fit you in at one of our up coming workshops. Click here to save your spot today and your money tomorrow!