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 

August 3, 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

Secure Legacy 5

Current Rate 

*3.45%

 

Rate Guaranteed for 5 Years

Minimum: $10,000

* At the above rate, Penalties are NOT waived in the event of death. A Death Benefit Rider is available at a lower rate.

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

 

Upstream Life Insurance Company

Form # ICC18-SPDA MYGA

 Forms/Files for mailing:

Monthly Letter in Word  

Fillable Monthly Letter in PDF 

Top 10

Top 10 PDF

Lucky Plugger?

SThis “Plugger” cartoon was in a letter I sent back in October 2016. It’s also true today because interest rates are very low again.

If you are a “Plugger” who finds more money in a parking lot than you earn in interest, then it’s time to move your money to a multi-year guaranteed fixed rate annuity!

With a fixed rate annuity, you safely earn more interest than you are earning now, plus you have a choice; you can leave your interest earnings in the annuity to grow on a tax deferred basis or you can have the annuity interest earnings deposited directly into your checking account at your bank each month.

Here are two really great annuities for you to choose from. Remember, you can put money in both of them!
 

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