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Non-Qualified Plans
We offer some product choices for funding your Non-Qualified Plans with one of our Non-Qualified Annuity Products. These are funded with after tax dollars and should be reviewed with us to determine the best fit for your circumstance of life. Each annuity plan product could provide you with advantages and disadvantages; however, in most cases, one plan may fit your expectations better over another after a review of them.

ABC's Of Funding Plans With Non-Qualified Annuity Products
ABC's Of Funding Plans With Non-Qualified Annuity Products
  

Non-qualified annuity plans are funded with after tax dollars and continue to grow tax-deferred until withdrawn for income and retirement. Withdrawal and/or income can be without tax penality after 59 1/2, or must be started before April in the year you are 70 1/2. We offer some product choices for funding your plans that should be reviewed with us to determine the best fit for your circumstance of life. Each annuity plan product could provide you with advantages and disadvantages; however, in most cases, one plan may fit your expectations better than another after a review of them. You can fund your choice of annuity by using Fixed, Variable, and Indexed Annuity funding note the choices offered below.

Indexed Annuities
  

A critical factor in today's market, it's not always how much you make but how much you keep. Deposits in this product have no risk for principle and earned returns. Indexed annuities can be used to fund most any qualified or non-qualified plans.  The plan flexes with the market index that has been chosen for it to be connected with. You will always earn your base return, thus you can experience some of the market highs without any lows--as you would with the variable annuities product.  A video presentation can be seen here  http://www.phelpsfinancial.com/summary/p/1370 A defination of terms and other info is persented for your review on the following page. .

Indexed Annuities
Fixed Annuities
Fixed Annuities
   Deposits have the least risk for principle or earned interest of any investment plan on the market. Plans offer a minimum fixed rate of interest for the policy as long as it is in force, usually some extra bonus on the front end, depending on the chosen plan.  These plans can provide a fixed income for life or for a chosen period.
Variable Annuities
   Deposits are invested in mutual funds and can be subject to the most risk but also yield the most return. The risk of principle and interest is the most with this choice. Currently we do not offer these products. When we feel the market is more stable, we will take a look at offering these products.
Variable Annuities
Deferred Compensation Plans
Deferred Compensation Plans
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Site last updated 01/07/2018