Annuities for Retirement Security

年金 - 退休保障

Secure guaranteed lifetime income and grow your retirement savings with tax-deferred annuities. Never outlive your money with our trusted annuity solutions.

通过税收递延年金确保终身保证收入并增长退休储蓄。使用我们值得信赖的年金解决方案,让您的钱永不耗尽。

100%
Principal Protection
本金保护
Lifetime
Guaranteed Income
保证收入
No Limit
Contribution Cap
缴款上限

Why Choose Annuities?

为什么选择年金?

Guaranteed Income

保证收入

Receive guaranteed lifetime income that you can't outlive, providing financial security in retirement.

获得终身保证收入,永不耗尽,为退休生活提供财务安全。

Tax-Deferred Growth

税收递延增长

Your money grows tax-deferred until withdrawal, allowing your savings to compound faster.

资金在提取前享受税收递延增长,让储蓄复利增长更快。

Principal Protection

本金保护

Fixed and index annuities protect your principal from market losses while offering growth potential.

固定和指数年金保护本金免受市场损失,同时提供增长潜力。

Flexible Payout Options

灵活支付选项

Choose when and how you receive income - immediate or deferred, lump sum or periodic payments.

选择何时以及如何获得收入 - 即时或递延,一次性或定期支付。

No Contribution Limits

无缴款限制

Unlike 401(k) or IRA, annuities have no annual contribution limits for tax-deferred growth.

与401(k)或IRA不同,年金的税收递延增长无年度缴款限制。

Competitive Returns

有竞争力的回报

Index annuities offer potential for higher returns linked to market performance with downside protection.

指数年金提供与市场表现挂钩的更高回报潜力,并有下行保护。

Types of Annuities

年金类型

Fixed Annuities

固定年金

Guaranteed interest rate for a specific period, providing predictable and stable growth.

特定期间的保证利率,提供可预测和稳定的增长。

BEST FOR | 最适合

Conservative investors seeking safety and guaranteed returns

寻求安全和保证回报的保守投资者

KEY FEATURES | 主要特点

  • Fixed interest rate (typically 3-5%)

    固定利率(通常为3-5%)

  • No market risk

    无市场风险

  • Guaranteed principal protection

    保证本金保护

  • Predictable income stream

    可预测的收入流

Index Annuities

指数年金

Growth potential linked to market index performance with principal protection and guaranteed floor.

与市场指数表现挂钩的增长潜力,有本金保护和保证底线。

BEST FOR | 最适合

Moderate investors wanting growth potential with downside protection

希望获得增长潜力并有下行保护的温和投资者

KEY FEATURES | 主要特点

  • Linked to S&P 500 or other indices

    与标普500或其他指数挂钩

  • 0% floor protection

    0%底线保护

  • Caps on gains (typically 6-10%)

    收益上限(通常为6-10%)

  • No direct market investment

    非直接市场投资

Variable Annuities

可变年金

Investment options with market exposure, offering highest growth potential but with market risk.

有市场风险的投资选项,提供最高增长潜力但承担市场风险。

BEST FOR | 最适合

Aggressive investors comfortable with market volatility for higher returns

能够承受市场波动以获得更高回报的激进投资者

KEY FEATURES | 主要特点

  • Multiple investment options

    多种投资选项

  • Unlimited growth potential

    无限增长潜力

  • Subject to market risk

    承受市场风险

  • Optional living benefit riders

    可选生前福利附加险

Our Trusted Partners

我们的可信赖合作伙伴

National Life Group

PRODUCTS | 产品

Fixed AnnuitiesIndex Annuities

KEY HIGHLIGHTS | 主要亮点

  • Competitive fixed rates for guaranteed growth

    有竞争力的固定利率保证增长

  • Multiple index strategies for growth potential

    多种指数策略提供增长潜力

  • Strong financial ratings and stability

    强大的财务评级和稳定性

  • Flexible income payout options

    灵活的收入支付选项

AIG CoreBridge Financial

PRODUCTS | 产品

Fixed AnnuitiesIndex AnnuitiesVariable AnnuitiesCorebridge MarketLock RILA

KEY HIGHLIGHTS | 主要亮点

  • Comprehensive annuity product suite

    全面的年金产品套件

  • Registered Index-Linked Annuities (RILA) for balanced risk/reward

    注册指数挂钩年金(RILA)平衡风险/回报

  • Strong backing from AIG financial strength

    AIG财务实力的强大支持

  • Advanced income planning solutions

    先进的收入规划解决方案

Real-World Success Stories

真实成功案例

Pre-Retiree Securing Guaranteed Income

退休前人士确保保证收入

Client Profile

Age 58, $300,000 in savings, retiring in 2 years

58岁,储蓄30万美元,2年后退休

Solution

Fixed Index Annuity with $200,000 premium, 10-year deferral period

固定指数年金,20万美元保费,10年递延期

BENEFITS | 优势

  • Guaranteed lifetime income starting at age 68

    从68岁开始的终身保证收入

  • Potential for 5-7% annual growth during deferral

    递延期间可能5-7%年增长

  • Principal protected from market downturns

    本金免受市场下跌影响

  • Income rider providing 6% guaranteed income base growth

    收入附加险提供6%保证收入基础增长

OUTCOME | 结果

Projected $18,000-$22,000 annual lifetime income starting at age 68

预计从68岁开始每年18,000-22,000美元的终身收入

Retiree Maximizing Safe Growth

退休人士最大化安全增长

Client Profile

Age 65, $500,000 retirement savings, concerned about market volatility

65岁,退休储蓄50万美元,担心市场波动

Solution

Split strategy: $250,000 in Fixed Annuity + $250,000 in Index Annuity

分割策略:25万美元固定年金 + 25万美元指数年金

BENEFITS | 优势

  • Fixed annuity provides stable 4.5% guaranteed growth

    固定年金提供稳定的4.5%保证增长

  • Index annuity offers 6-8% potential growth with 0% floor

    指数年金提供6-8%潜在增长和0%底线

  • Diversified approach balances safety and growth

    多元化方法平衡安全和增长

  • Immediate income option available if needed

    如需可选择即时收入

OUTCOME | 结果

Combined 5-6% average annual growth with full principal protection

综合平均年增长5-6%,完全本金保护

Frequently Asked Questions

常见问题

When should I start an annuity?

我应该什么时候开始年金?

The ideal time depends on your goals. For retirement income, consider starting 5-10 years before retirement to maximize growth during the deferral period. If you're already retired and need immediate income, an immediate annuity can start payments within a year. The key is to plan early to take advantage of tax-deferred growth.

理想时机取决于您的目标。对于退休收入,考虑在退休前5-10年开始,以在递延期间最大化增长。如果您已经退休并需要即时收入, 即时年金可以在一年内开始支付。关键是提前规划以利用税收递延增长。

Can I access my money before retirement?

退休前可以使用我的钱吗?

Yes, but with limitations. Most annuities allow penalty-free withdrawals of 10% annually after the first year. Larger withdrawals may incur surrender charges (typically declining over 5-10 years) and IRS penalties if under age 59½. Some annuities offer liquidity riders for emergencies like nursing home care or terminal illness.

可以,但有限制。大多数年金在第一年后允许每年10%的免罚金提取。较大的提取可能会产生退保费用(通常在5-10年内递减) 以及59½岁以下的IRS罚款。一些年金为护理院或绝症等紧急情况提供流动性附加险。

What happens to my annuity when I die?

我去世后年金会怎样?

It depends on your contract. During the accumulation phase, your beneficiaries typically receive the account value. Once income payments begin, options include: (1) Life Only - payments stop at death, (2) Period Certain - payments continue for a guaranteed period, or (3) Joint Life - payments continue to a surviving spouse. You can also add death benefit riders to protect your beneficiaries.

这取决于您的合同。在积累阶段,您的受益人通常会收到账户价值。一旦收入支付开始,选项包括:(1)仅限终身 - 去世时停止支付, (2)确定期限 - 在保证期限内继续支付,或(3)联合终身 - 继续向尚存配偶支付。您还可以添加身故赔偿附加险来保护受益人。

Calculate Your Annuity Premium

计算您的年金保费

Get an instant estimate for your retirement income plan

Quick Premium Calculator

快速保费计算器

* Estimates are for illustration purposes only. Actual premiums may vary.

Secure Your Retirement Today

今天就保障您的退休生活

Schedule a consultation to discover which annuity solution is right for your retirement goals.

预约咨询,了解哪种年金解决方案适合您的退休目标。