Variable Annuities

When
Wednesday, November 28, 2018 - 5:30 p.m.
Where

New England Federal Credit Union
141 Harvest Lane, Williston, VT

Presenter(s)
Jonathan Whitehouse & Scott M. Hinman, ChFC®, Financial Advisors, CUSO Financial Services, L.P.
Seats Available
47
 

With each year, more baby boomers turn age 65 and face a retirement that may last 30 years or longer.  But many of these new retirees will have to provide their own retirement income as fewer retirees have a traditional pension plan they can depend on as a source of income.

In this presentation, we will take a deep look at annuity products.

  • Why they may be used as part of a retirement plan
  • Features and Benefits including tax treatment
  • Payout options
  • Optional benefits that may be added
 

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. New England Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.