Annuities
Annuities can provide a series of payments that typically start at retirement and continue for the rest of the contract owner's life. Annuities also provide retirement income for either a fixed period of time or for the rest of an annuitant's life. Retirement income payments can begin immediately with the purchase of an annuity or be deferred to some time in the future.*
Annuities are long-term contracts designed for retirement purposes and may not be suitable for meeting short term objectives. Withdrawals of taxable amounts are subject to ordinary income tax and if taken prior to age 59 1/2, a 10% IRS tax penalty may apply. Surrender charges may apply during the policies early years. Principal and benefit repayments are based on the claims-paying ability of the issuing company.
Annuities are long-term contracts designed for retirement purposes and may not be suitable for meeting short term objectives. Withdrawals of taxable amounts are subject to ordinary income tax and if taken prior to age 59 1/2, a 10% IRS tax penalty may apply. Surrender charges may apply during the policies early years. Principal and benefit repayments are based on the claims-paying ability of the issuing company.
*Check the background of this investment professional on FINRA's BrokerCheck.
Click here for FINRA website and click here for SIPC website
*Securities offered through Securities America, Inc. Member FINRA/SIPC, William T. Zimmer, Registered Representative, Advisory Services offered through Securities America Advisors, Inc. William T. Zimmer, Investment Advisor Representative.
Zimmer Insurance Group and Securities America Companies are unaffiliated. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
Securities email: William.Zimmer@securitiesamerica.com
Click here for FINRA website and click here for SIPC website
*Securities offered through Securities America, Inc. Member FINRA/SIPC, William T. Zimmer, Registered Representative, Advisory Services offered through Securities America Advisors, Inc. William T. Zimmer, Investment Advisor Representative.
Zimmer Insurance Group and Securities America Companies are unaffiliated. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
Securities email: William.Zimmer@securitiesamerica.com