Are you looking for a safer option to grow your retirement savings while earning interest on them at a reasonable rate? Some of our insurance carriers are offering MYGAs–This may be of use to you.

What Is A MYGA?

A multi-year guaranteed annuity, or MYGA, offers a predetermined and contractually guaranteed interest rate for a fixed period of time. Guarantees are backed by the claims-paying ability of the carrier. 

A MYGA can offer you…

  • Guarantee your money will grow (high return guaranteed)* 
  • No market risk
  • Access to funds
  • No fees
  • Available for joint-ownership
  • No 1099’s, all tax-deferred
  • Full account value death benefit

You Have Options
Current rate options being offered include:

  • 2 Year – 5.55%
  • 3 Year – 5.70%
  • 5 Year – 5.95%
  • 7 Year – 5.90%
  • 10 Year – 5.85%

Note: these rates and offerings are not guaranteed and may no longer be available in your area, so please contact us to schedule an appointment soon.

Learn More

To learn more about the specific options available for you, please fill out the form below or contact our office at 818-309-2920. Someone will contact you to schedule an appointment. As always, we thank you for being one of our valued clients!

Get Informed And

Learn Your Options Now.

*A multi-year guaranteed annuity, or MYGA, offers a predetermined and contractually guaranteed interest rate for a fixed period of time. Guarantees are backed by the claims-paying ability of the carrier.

*Backed by the claims paying ability of the carrier.
**Our products offer a reasonable rate of return, over time.

IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.

By contacting Jennifer Leids CA Ins Lic# 0G27351/Steve Katz CA Ins Lic# 0F80752/Evergreen Team Insurance Marketing, LLC. CA Ins Lic# 0K95213, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.
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