Featured Annuities

The Fisher Agency

Danny Fisher, CLU, ChFC
President     1-800-822-1450

Financial Advisors Since 1975

Phone Numbers and Map

13140 Coit Road, Suite 102  Dallas, TX 75240-5797

Home PageTop 10 PageForms 

May 6, 2019
 

Secure Choice 5

Current Rate 

3.95%

 

Rate Guaranteed for 5 Years

Minimum: $10,000

After the initial 5 year guarantee period, the interest rate is based on current market conditions, but will never be less than 2.00%. Surrender charges expire at the end of the 5 year period forever.

 

New Era Life Insurance Company
Philadelphia American Life
New Era Life of the Midwest

Form # A-0045R

Secure SavingsÔ

Current Rate 

4.00%

 

Rate Guaranteed for 5 Years

Minimum: $10,000

After the initial 5 year guarantee period, the annuity may be renewed with a new interest rate based on market conditions, but will never be less than 1.65%. Surrender charges are renewed for subsequent renewal periods.

 

Equitable Life & Casualty Insurance Company

Form # ICC17MYGA

 Forms/Files for mailing:

Monthly Letter in Word  

Fillable Monthly Letter in PDF 

Top 10

Top 10 PDF

The Downside of Annuities Explained!

 

People ask me all the time, “What’s the downside of annuities?” I tell them, “The biggest problem with traditional fixed annuities is they are boring, but they are just as sweet & tasty as Mom’s apple pie!”

You see, when you’re at the country club or a party and the subject of money comes up, there’s always someone talking about “puts” and “calls” and “derivatives.” All that stuff sounds exotic, fascinating, and has a little bit of danger built in. It’s just more interesting to talk about.

On the other hand, if you want to see people’s eyes glaze over with boredom, just mention annuities and how you put your money someplace where it cannot be called and that you derive interest every day and sleep soundly at night because your money is safe and it grows tax deferred. Then you can just smile and walk away. It’ll get ‘em every time.

Here are two “sweet & tasty Mom’s apple pie” annuities for you to choose from:

The Fisher Agency markets the featured annuities for sale in Texas.  Rates and features are applicable for Texas.