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Fixed Annuities - NEW

Looking for higher savings rates? A fixed annuity may be the solution for you.

 
  • Fixed annuities are long-term, tax-deferred investment vehicles designed for retirement purposes.1
  • Gains from tax-deferred investments are taxable as ordinary income upon withdrawal.
  • Guaranteed by the issuing insurance company.2
  • Interest is not taxed until withdrawn.
  • Probate is avoided because account values pass directly to the named beneficiary.
 
 

Terms & Conditions

1Withdrawals of earnings before age 59 ½ are subject to a 10% federal tax penalty (tax and surrender charges apply).
 

2If terminated before end of term, certificates are subject dividend penalty based on the term; annuities subject to tax and surrender charges. Guarantees are based on the claims paying ability of the issuing insurance company. North Island Credit Union CA Insurance License #0719223
 

The features and benefits listed above are just some of the key factors to consider when purchasing an annuity or certificate. Please consult with your financial advisor for more information on which product may be best for you. Securities and Insurance Products offered through LPL Financial and its affiliates. Member FINRA/SIPC.