Also: Health – Life – Long Term Care – Financial Planning


Looking for an alternative investment with a HIGH GUARANTEED FIXED RATE? MBS offers a variety of fixed rate annuity plans with highly rated insurance companies. This product is uniquely designed with features and benefits that can help add life to your investment dollars.

  • Highly Competitive Rates
  • Tax deferred interest
  • Principle investment guarantee
  • Eligible to age 85
  • Withdraw up to 10% annually without surrender charges




What is a Tax Deferred Annuity?
It is a tax-advantaged product issued by an insurance company where long term financial needs can be solved better than with most other financial alternatives.

What is the major advantage of annuities?
Interest (earnings) accumulates income tax deferred until dollars are withdrawn. This helps clients build substantial funds for their retirement and can give them an income they cannot outlive.

Who wants to own an annuity?
People who want a safe way to reduce taxes; people who want to decide when to pay taxes.
 Created by: Design Team NY