Annuities
Annuities from top-selling companies with no load to buy
and no surrender charges to sell have many benefits over a
No-Load Mutual Fund. Click
here to view our Annuity Showcase.
The Similarities of No Surrender Charge Annuities and No-Load
Mutual Funds.
- No-Load
to buy, 100% of your money goes to work immediately.
- No-Load
to sell, you money is always available without any surrender
charges.
- Access
to top Investment Advisors including: Fidelity, Janus, Vanguard,
INVESCO, American Century and many others.
Advantages No Surrender Charge Annuities have that No-Load
Mutual Funds don't offer.
- Tax
Deferral - All of your Dividends, Capital Gains and Interest
all grow and compound 100% Tax-Deferred.
- You
can switch between sub-accounts over the phone without creating
a taxable event and without any costs for switching.
- There's
no limit on the amount you can tax shelter in an annuity.
Other tax-deferred investments including IRA's and 401k's
limit the amount you can contribute.
- You
gain access to traditional Investment Advisors like Federated,
AIM, Salomon Brothers and a long list of others without
their traditional front- or back-end loads.
- Annuities
give you access to a variety of sub-accounts, all within
one single investment. You
can put together a complete Asset Allocation portfolio all
within one product.
- Annuities
provide a guaranteed return to your heirs regardless of
market performance.
- Annuities can be converted
to a Guaranteed income for the rest of your life.*
- Annuities
avoid probate and pass on directly to your Beneficiaries,
free of the costs and delays of probate.
Now take a look at our Annuities
Showcase. We've done the research for you. The companies listed
are all leaders in today's fast-growing annuity marketplace.
To contact us:
Tactical Wealth Advisors, LLP
8226 Village Harbor Drive
Cornelius, NC 28031
Phone: 800-944-7730
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