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 

April 1, 2020
 

Secure Choice 5

Current Rate 

3.10%

 

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 3 year period forever.

 

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

Form # A-0045R

Secure Savings Elite 5

Current Rate  

*3.10%

 

Rate Guaranteed  for 5 Years

Minimum: $10,000

* 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 1.65%. 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

Rates Take a Nosedive!
 

Interest rates have taken a nosedive over the past few weeks.

No one knows how much lower rates will sink, but the trend is headed much lower. Nor, do we know for how long rates will be below normal levels, but I suspect itís going to be a long time.

Now is the time to take advantage of the current rates before they drop even further.

Enclosed is information on two different 5 year guaranteed rate annuities. Pick the tax deferred annuity you think is best for you.

The minimum amounts are low enough that 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.