Bravata Financial Group

Investment Annuities

What is an Annuity?

Annuities are financial products which help individuals accumulate funds for retirement and/or convert an existing sum of money into a death benefit guaranteed income stream for life. 

An Annuity may be appropriate if one is:
  • Investing and saving for the future
  • Interested in adding retirement savings
  • Searching for tax-deferred income
  • Interested in taking control of your own investments
  • The type of person who does not want to be caught up in the day to day management
  • Looking how a financial product which will guarantee income for a fixed period over the course of one's lifetime
  • Interested in having a measure of control over the frequency and amount of future income
  • Interested in finding a way to enhance your estate planning strategy

Why Buy Annuites from Bravata Financial Group?

  • We offer a variety of Annuities that can be tailored to fit individual needs
  • Our network of financial service professionals and wealth advisors have the experience to recommend the appropriate annuity for their clients
  • Our goal is to help clients achieve their financial goals

Our robust selection of Annuity products includes:

  • Deferred Annuities
  • Fixed Interest Deferred Annuities
  • Fixed Annuities

Deferred Annuities

Deferred annuities are financial products which are designed to provide the benefit of tax deferral and typically are utilized as a vehicle to accumulate money for retirement.

Fixed Interest Deferred Annuities

As with a standard Deferred Annuity, Fixed Interest Annuities are offered as a vehicle to help one accrue money for retirement.

  • Funds invested in your fixed annuity receive a guaranteed rate of interest (please note: interest rates are effective annual yields)
  • Funds accrue tax deferred
  • Standard income taxes apply only upon withdrawal from the annuity
  • Withdrawals prior to 59 1/2 may be subject to an extra 10% tax consequence

Fixed Annuity

Fixed Annuity products are designed to make fixed dollar payouts until the time of passing.

*All guarantees are based on financial strength and claims-paying ability of the issuer


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