|
630 Main Street
Luxemburg, WI 54217
Phone: 920-845-5818
Fax: 920-845-5940
Direct: 920-845-5818
Contact Us
Map & Directions Securities offered through
RAYMOND JAMES
FINANCIAL SERVICES, INC.
Member FINRA / SIPC
- NOT FDIC Insured
- NOT GUARANTEED by the bank
- Subject to risk and may lose value
- Not a deposit
- Not insured by any government agency
- Raymond James is not affiliated with the financial institution or the investment center
|
News and Events
An Index Annuity can work for you in any market!
Index Annuities have done their job in both Bull and Bear markets, offering strong guarantees and great upside potential. Index Annuities can be a great option for a portion of your money.
Come join us for an informational seminar on Index Annuities.
Dates and Locations:
The Woods
Wednesday, May 6, 2009 at 12:00 p.m.
Northbrook Country Club
Wednesday, May 6, 2009 at 6:00 p.m.
RSVP by May 4, 2009 - 920-845-5818
Meal will be included. (Seating is limited.)
Guarantees are based on the claims-paying ability of the issuing company. Index annuities are long-term investments are not suitable for all investors. Surrender charges may apply for early withdrawal and, if made prior to age 59 1/2, may be subject to a 10% federal tax penalty in addition to any gains being taxed as ordinary income. Index annuities are not FDIC insured. The participation rate determines how much of the gain in the index will be credited to the annuity. Investors will not receive any upside participation in the index above the participation rate. Investors also typically do not participate in any dividends accumulated on the securities represented by the index. The interest rate cap is the maximum rate of interest the annuity may earn in a year. The annual reset compares the change in the index from the beginning to the end with declines being ignored.
|