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Allianz Life

  • Based in Minneapolis, they offer equity indexed annuities, good for IRAs and 401k rollovers.
  • These options provide:
    • No Risk
    • Tax-deferred growth
    • Choice of payouts - which can be chosen in the future.
    • After one year, 10% can be withdrawn without penalty from the company.
  • Most of the business I sent them are folks fleeing out of mutual funds--they don't want to take the risk anymore.
  • Be sure to ask about the bonus!!

Midland National

  • Based in Des Moines, they offer a 11% bonus equity indexed annuity.
  • Benefits:
    • Tax-deferred growth
    • Can be an IRA or 401k rollover
    • Selection between:
      • Following the market with out risk
      • Placing the money after the bonus into a fixed rate of 3.5% or higher
    • Client will not lose if the market plunges as in 2001

Conseco

  • Based in Indianapolis, they offer a no-cap annuity.
  • Some people made 35% when the market was great in 98-99.
  • Can be started with as little as $2,000 for IRAs

They all have the ability to be added to at any time (without taking out a new contract).

Why take a risk! "Heads, you win....Tails, you don't lose!!"


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