Annuities
Feel more confident about your financial future.
Create a more secure retirement with protected growth and income strategies from Summit Financial Partners. Our range of annuity strategies can help. Explore our information and tools to help you make a smoother transition to retirement.
We offer many types of annuity products to help you plan for your unique retirement needs and goals. See how annuities can help address retirement challenges.
What Can An Annuity Do For You?
Create protected income for life
Help protect future income from market downturns
Offer flexible, tax-efficient investing
Provide a beneficiary benefit to loved ones
We’re ready to help you get started.
Connect with a Summit Financial Partners Financial Professional who can help you create financial strategies to successfully fund your retirement. Or use our online platform, Prudential Stages for Retirement, to get a snapshot of your retirement readiness and plan for what comes next.
Frequently Asked Questions
Answers to common questions about annuities.
What is a variable annuity?
What is an indexed variable annuity?
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What happens if I need access to my variable annuity?
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What is a fixed indexed annuity?
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What happens if I need access to my fixed indexed annuity?
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What is a fixed annuity?
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What happens if I need access to my fixed annuity?
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Why does the company behind the annuity matter?
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Who can help me determine if an annuity is right for me?
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What is a Market Value Adjustment (MVA)?
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Ready to take the next step?
Schedule a complimentary consultation.
During the initial 30-minute session, you’ll:
Meet with a financial advisor
Discuss your financial goals
Review personalized solutions and determine actionable next steps