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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!
910 Front St, Suite A, Georgetown, SC 29440
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