ANNUITIES

An investment vehicle that offers tax-deferred growth and the ability to provide income and death benefit protections.

An annuity is a contract with an insurance company that can be funded with a lump-sum or a series of payments. The contract can offer growth opportunities through a fixed/guaranteed rate of return, a return linked to the performance of market indexes, or unlimited growth based on market performance of underlying investments. Annuities also allow the contract value to be turned into a lifetime income stream and can offer protections that ensure the full amount of premiums paid (at a minimum) are returned to beneficiaries at the time of the owner’s death.

Consider an annuity for long-term investment, income, and legacy-planning goals.

Here’s how it works:

You enter into a contract with an insurance company for a designated time-period. The funding (known as premiums) can be made with a lump-sum or a series of payments. The funds must stay invested in the contract for the designated time-period to avoid penalties.

In return, the insurance company agrees to pay you a fixed/guaranteed rate of return for that time-period, or invest your premiums in market-based strategies based on your elections. Any interest and/or growth earned on your investment stays in the contract and accumulates tax-deferred until you choose to take income. The option to turn the contract’s value into an income stream is available both during and after the contract term.

At the end of the contract term you may have the option to continue the contract as-is, or withdraw some or all of the funds without penalty.

Learn more about annuity offerings at Associated Bank:

Fixed-Rate Annuities

Variable Annuities

Equity Indexed Annuities

Long-Term Care Annuities

Call 800-236-8866

Customer Care Center, Monday-Saturday

  • Investment, Securities and Insurance Products:

    NOT
    FDIC INSURED    		NOT BANK
    GUARANTEED    		MAY
    LOSE VALUE    		NOT INSURED BY ANY
    FEDERAL AGENCY    		NOT A
    DEPOSIT

     

  • Associated Bank and Associated Bank Private Wealth are marketing names AB-C uses for products and services offered by its affiliates. Securities and investment advisory services are offered by Associated Investment Services, Inc. (AIS), member FINRA/SIPC; insurance products are offered by licensed agents of AIS; deposit and loan products and services are offered through Associated Bank, N.A. (ABNA); investment management, fiduciary, administrative and planning services are offered through Associated Trust Company, N.A. (ATC); and Kellogg Asset Management, LLC® (KAM) provides investment management services to AB-C affiliates. AIS, ABNA, ATC, and KAM are all direct or indirect, wholly-owned subsidiaries of AB-C. AB-C and its affiliates do not provide tax, legal or accounting advice. Please consult with your advisors regarding your individual situation.

For a limited time...

Lock in a 5.00% APY* on 7-month CDs

*Annual Percentage Yield

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