DOES YOUR CURRENT FINANCIAL PLAN HAVE STYLE?
Safety • Tax Control • Yield • Liquidity • Estate Planning Benefits

A fixed annuity may be a great compliment to your financial strategy. A fixed annuity is a contract between you and an insurance company - You agree to pay the insurance company a single payment or a series of payments and in return, the insurance company agrees to keep your dollars tax-deferred (while paying you pre-specified interest rates) until you are ready to withdraw them. Associated will do the work. We search the marketplace for high-quality insurance company partners and we bring them to you.

Your financial goals are important to us. Let us help you reach them. Click here to schedule a free no-obligation financial review and to talk more about fixed annuities.

Fixed annuities have five key features…to help you remember them we say that fixed annuities have STYLE:

Safety. Fixed annuities offer a guarantee of your premium, which assures that you will never get back less than what you invest*, and they include a minimum interest rate guarantee - so you can count on your earnings.

Tax Control. The earnings and contributions to a fixed annuity grow tax deferred so you postpone paying income tax until you withdraw the funds, making your money compound faster.

Yield. You'll benefit from a competitive yield - While current interest rates are usually better, you are guaranteed to earn the minimum interest rate forever*.

Liquidity. The interest earnings on your annuity are available for you to withdraw whenever you need it**. You can also withdraw your principal after a certain period of time (specified in your contract) without paying a surrender charge***. With a fixed annuity, there's one surrender period to be concerned about - once you've passed it, you're free to take out your principal at any time. Many annuity contracts also have provisions for accessing your funds free of charge in case of emergencies, such as paying for a nursing home.

Estate Planning Benefits. Fixed annuities avoid the time and expense of probate in your estate. If you should pass away, your heirs will be paid the annuity proceeds directly, with no surrender charge. Your beneficiaries will control when and how they take the payment.

Back to Top

---

*This guarantee is backed by the financial strength and subject to the claims-paying ability of the issuing insurance company. **Subject to applicable income taxes. ***Withdrawals prior to age 59˝ may be subject to a 10% federal income tax penalty.

Insurance products are offered by licensed agents of Associated Financial Group, LLC. ("AFG"). Insurance products offered are NOT deposits or obligations of, insured or guaranteed by Associated Banc-Corp ("AB-C") or any bank or affiliate, are NOT insured by the FDIC or any agency of the United States, and involve INVESTMENT RISK, including POSSIBLE LOSS OF VALUE. • AFG is an affiliate of AB-C.

Neither Associated Bank nor Associated Financial Group associates are authorized to give legal, tax or accounting advice. The information provided summarizes the provisions of fixed annuities in general and the tax laws as they relate to most fixed annuities. Please refer to the annuity policy for actual governing contractual provisions. Please consult your attorney, accountant or tax advisor.