Asset Management

• Overview
• Investments
• Retirement Plans
• Annuities

 

Asset Management | Annuities

Annuities are a long-term investment contract that provides the client with an option to annuitize at retirement. Because of this, an annuity contract can potentially provide you with a regular stream of income, for as long as you live or for a designated period of time after your retirement. Additionally, annuities typically include a death benefit.

Assets in an annuity grow tax deferred until they are withdrawn, and there are no contribution limits under federal tax law. As with other retirement-oriented investment vehicles, you're subject to income tax and a 10% penalty if you withdraw earnings from an annuity before age 59 ½ .

The Fleischer Jacobs Group offers a broad range of annuity products for our clients. Our skilled asset management advisors work with clients to assess their long-term objectives and then recommend suitable annuity options to choose from.

620 Hinesburg Road | PO Box 2343 | South Burlington, VT 05407-2343 | P: 802.865.5000 | F: 802.865.4919

© Fleischer Jacobs Group 2006-2012

*Disclosures | Privacy | Site Map

620 Hinesburg Road | PO Box 2343 | South Burlington, VT 05407-2343 | P: 802.865.5000 | F: 802.865.4919

© Fleischer Jacobs Group 2006-2012

 

This site is published for residents of the United States only. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with the residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000.

 

To ensure compliance with the requirements imposed by the IRS under Circular 230, we inform you that any U.S. Federal tax advice contained in this communication, unless otherwise specifically stated, was not intended or written to be used, and cannot be used, for the purposes of (1) avoiding penalties under the Internal Revenue Code or (2) promoting, marketing, or recommending to another party any matters addressed herein.

 

*Securities and Investment Advisory Services offered through NFP Securities, Inc. Member FINRA/SIPC. NFP Securities, Inc. is a subsidiary of National Financial Partners Corp. (NFP).

Fleischer Jacobs Group is an affiliate of NFP Securities, Inc. NFP Securities, Inc. does not offer legal or tax advice. All guarantees are based on the financial strength and claims paying ability of the issuing insurance company, who is solely responsible for all obligations under its policies.

Notice: This e-mail message and any attachment to this e-mail message may contain information that is confidential, proprietary, privileged, legally privileged and/or exempt from disclosure under applicable law. If you are not the intended recipient, please accept this as notice that any disclosure, copying, distribution or use of the information contained in this transmission is strictly prohibited. National Financial Partners Corp. reserves the right, to the extent and under circumstances permitted by applicable law, to retain, monitor and intercept e-mail messages to and from its systems.

Any views or opinions expressed in this e-mail are those of the sender and do not necessarily express those of National Financial Partners Corp. or any of NFP’s subsidiaries. Although this transmission and any attachment are believed to be free of any virus or other defect that might affect any computer system into which it is received and opened, it is the responsibility of the recipient to ensure that it is virus free and no responsibility is accepted by NFP, its subsidiaries and affiliates, as applicable, for any loss or damage arising in any way from its use. If you have received this e-mail in error, please immediately contact the sender by return e-mail or by telephone at 212-301-4000 and destroy the material in its entirety, whether electronic or hard copy format.

The above links are provided for your information only. FJG and NFP do not endorse, nor accept any responsibility for the content, products and/or services provided at non-NFP/FJG sites. Some information contained in the NFP site is provided by third parties. We do not independently verify this information, nor do we guarantee its accuracy or completeness. Information provided from governmental agencies is subject to change.