Get an income for life.
What is an annuity?
An annuity is a financial vehicle that lets you put money away so you can have a guaranteed,1 regular "paycheck" for the rest of your life. Annuities grow tax-deferred until they start paying you an income. You contribute to an annuity—either as a lump sum, or in several payments over time—in order to get regular payments in the future, and for the rest of your life. As a tradeoff, annuities come with less liquidity than other investments.2
More than one in three (36 percent) investors have an annuity within their investment portfolio. IRI Fact Book 2014
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Our financial advisors can help you with annuities and determine if they can fit into your financial plan.Let's Talk
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1All guarantees are backed by the claims-paying ability of the issuer.
2Withdrawals from annuities may be subject to ordinary income tax, a 10% IRS early withdrawal penalty if taken before age 59½, and contractual withdrawal charges.
3Deferred Income Annuity Sales Growth Trends (LIMRA data through June 30, 2016)
4Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), May 2020; Moody's Investors Service, Aaa (highest), September 2019; S&P Global Ratings, AA+ (second highest), June 2020. Third‐party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.
No investment strategy can guarantee a profit or protect against loss. All investments carry some level of risk including the potential loss of principal invested. Financial Representatives do not give legal or tax advice. Taxpayers should seek advice based on their particular circumstances from an independent tax advisor.
Clients should refer to the appropriate disclosure brochure for important information on NMIS and/or NMWMC, their services, fees and conflicts of interest before investing or engaging in financial planning services.