Annuities

Southeast Investments offers both fixed and variable annuities.

Fixed annuities offer a guaranteed interest rate with tax deferral. You only pay taxes on the interest when you take money out of the fixed annuity.

Variable annuities allow investments in subaccounts, similar to mutual funds, to participate in the market with tax deferral. They also offer the ability to have the income base guaranteed to go up until you take income as well as the ability to guarantee income for the remainder of an individual’s lifetime, regardless of market performance.

Variable annuities offer a wide variety of benefits which you should examine closely with the help of a Southeast Investments representative to determine how and if they are a good fit for your financial objectives.