2020 Tax Reference Guide

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Annuities are distributed by My Annuity Store, Inc. Guarantees are subject to the claims-paying ability of the insurer. My Annuity Store, Inc., is a licensed fixed annuity producer and does not advise clients on the purchase of non-fixed annuity products.

The information available on or through myannuitystore.com is intended only to be a comparison tool, and you should only consider it to be a supplement to the full information provided by the issuing insurance company, or your financial adviser, if applicable. None of the information presented on myannuitystore.com is a recommendation to purchase an annuity, and you should not consider it to be advice or a recommendation.

Annuity contract features described may not be current and many annuity contracts have state-specific versions and may not be available in all states. We make significant efforts to ensure the accuracy of the information listed on our website; however, the values listed here are not guaranteed.

Insurance companies may change their products’ terms and information at any time and without notice. Annuity rates change frequently and with extraordinarily little notice. Please refer to each insurance company’s complete product information before making any decision. We strongly suggest you consult with financial planning, tax, and legal advisors to determine if an annuity is suitable for your financial situation.

The information presented here is not a representation regarding the suitability of any concept or product(s) for an individual and it does not provide financial planning, tax, or legal advice. Annuities are subject to the terms and conditions of the specific contract issued by the insurance company. All annuity rates are subject to individual insurance company approval.

Please call (855) 583-1104 if you have any questions or concerns. The information presented here is not a representation of the suitability of any concept or product(s) for an individual and is not tax or legal advice. You should always consult your own financial planning, tax, and legal advisors to determine if a fixed annuity, fixed indexed annuity, immediate annuity, longevity annuity, or Qualified Longevity Annuity Contract is suitable for your financial situation. Kiara Caudill California License: 4109080.

INVESTMENT AND INSURANCE PRODUCTS: NOT INSURED BY THE FDIC • NOT INSURED BY THE FEDERAL GOVERNMENT OR ANY OTHER FEDERAL GOVERNMENT AGENCY, BY THE BANK, OR BY ANY AFFILIATE OF THE BANK • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, THE BANK OR AN AFFILIATE OF THE BANK • SUBJECT TO INVESTMENT RISK, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL INVESTED.

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