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Summary – Summit Prime Fixed Indexed Annuities

  1. Offer a simple and guaranteed way to build assets without the principal risks typically associated with stocks, bonds or mutual funds.
  2. Allow for earnings based on the growth of an external index without the risks or possible losses often incurred in direct equity market investing.
  3. Never incur a loss in value.
  4. Accumulate tax-deferred interest until funds are withdrawn.
  5. Are available as non-qualified or qualified plans.
  6. Are available in 5, 7 or 10-year terms to fit different savings objectives.
  7. Provide penalty free access to a portion of the account balance, if needed.
  8. Include a Health Waiver Endorsement which allows penalty free access to funds if your health suffers a major decline.
  9. Provide a safe and secure channel for retirement savings.
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