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 

Oct 13, 2020
 

Secure Choice 5

Current Rate 

*3.20%

 

Rate Guaranteed for 5 Years

Minimum: $10,000

* Penalties are Waived in the event of death.

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

Personal Choice AnnuityÔ

Current Rate (as of 10/12/20) 

*3.15%

 

Rate Guaranteed for 5 Years

Minimum: $2,500

* At the above rate, NO Free Withdrawals of any type are allowed during the 5 year guarantee rate period.

After the initial 5 year period, the annuity may be renewed with a new interest rate based on market conditions, but will never be less than 1.00%. Surrender charges are renewed for subsequent renewal periods.

 

Sentinel Security Life Insurance Company

 

 Forms/Files for mailing:

Monthly Letter in Word  

Fillable Monthly Letter in PDF 

Top 10

Top 10 PDF

Trick or Treat

It’s always fun to see kids all dressed up Halloween night when they come to the door and hear them say, “Trick or Treat!” But, this year is very different.

In today’s economic environment, it’s a real “Trick” trying to find someplace to put your money that is safe and earns a good interest rate.

The good news is that we have two special “Treats” for you:
1) The SECURE CHOICE 5 has some liquidity features you may want.
2) The PERSONAL CHOICE5 earns a higher rate and is for the person who will not need access to the funds for 5 years.

If you have trouble deciding which one is best for you, you can always put money in both annuities.
 

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