07/11/2024
These are our highest rates in years! If you currently have savings accounts, CDs, money markets, bonds, etc., then you are aware that rates have risen over the last year and ½ for the first time in many years. Likewise, you may have noticed that, while rates are quite good in the 6 month to 2 year range (and cash type investments like savings and money markets), it’s harder to find compelling rates that you can lock in for 5 years. Well, we are currently paying as much as a guaranteed 5.6% on a tax-deferred fixed annuity! I cannot guarantee that this rate will be available for much longer as they have changed the rate every two weeks so far this year. Please let me know if you would like to discuss this. 931-444-0332
Registered Representative of and securities offered through Securities Management & Research, Inc. (SM&R) Member FINRA/SIPC. Investment advisory services offered through BFC Planning, Inc. SM&R, American National Insurance Company and BFC Planning, Inc. are independent entities.
Guarantees are based on the insurance company’s ability to pay and early withdrawal may cause a loss of principal due to withdrawal charges. Purchasers may experience fees and expenses, including withdrawal charges, market value adjustments, rider premiums, etc. which may affect contract values. Annuities are complex and not suitable for all investors. Please consider the investment objectives and risks carefully before investing.