Value Financial Services LLC

Value Financial Services is not only an accounting and tax company, but we also sell life insurance, in particular, fixed indexed annuities. The minimum initial investment for a fixed indexed annuity is $10000. The annuity grows tax deferred until the investor surrenders the annuity or an heir surrenders it. This means that the investor can take withdrawals tax-free for a minimum charge. You also could use the money for a disability if you should lose a hand or foot or can't work. You can let it grow and have a retirement nest egg. The annuity is tied to the S&P stock index; this annuity is not a stock and it is not guaranteed by the FDIC, but you are protected from the downside that a stock investment could have. If there is a negative return in the stock market one year, this annuity will not apply the negative return to your investment - only positive returns will be added to your growth.

Contact us today for more information about our Athene products!

• Debra Sprang
  EA, AP, MBA, Licensed Life Insurance Producer
  Phone: (843) 461-4062
  Send an Email

910 Front St, Suite A, Georgetown, SC 29440