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Fixed IndexedANNUITYAccelerator Plus 10 Dependable growth potential, a vesting bonus, and options for guaranteed income, along with a death benefit to provide a legacy. ADV 1997 (022019)Fidelity &

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How to fill out fixed indexed annuity

01

Start by gathering all the necessary documents, such as your personal identification information, social security number, and financial statements.

02

Research and choose a reputable insurance company that offers fixed indexed annuities.

03

Contact a licensed insurance agent who specializes in fixed indexed annuities to discuss your goals and financial needs.

04

Schedule a meeting with the insurance agent to go over the specific terms and features of the fixed indexed annuity you are interested in.

05

Understand the various components of the annuity, such as the guaranteed interest rate, participation rate, and cap or spread on indexed interest.

06

Determine the amount you want to allocate towards the annuity, taking into consideration your risk tolerance and investment objectives.

07

Fill out the application form provided by the insurance company, providing accurate and complete information.

08

Review the annuity contract thoroughly, paying attention to the surrender charges, fees, and any additional riders or benefits.

09

Sign the annuity contract and submit it to the insurance company along with the initial premium payment.

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Keep track of your annuity's performance and periodically review its suitability for your financial goals.

Who needs fixed indexed annuity?

01

Fixed indexed annuities can be suitable for individuals who are looking for a retirement savings vehicle with the potential for growth and protection from market downturns.

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Those who are risk-averse and seek some level of guaranteed income in retirement may find fixed indexed annuities appealing.

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Individuals who have maxed out their contributions to other retirement accounts, such as a 401(k) or IRA, may also benefit from investing in fixed indexed annuities.

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It is important to consult with a financial advisor or insurance professional to determine if a fixed indexed annuity is the right fit for your specific financial situation and goals.

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What is fixed indexed annuity?

Fixed indexed annuity is a type of annuity that earns interest or provides benefits that are linked to an external equity index.

Who is required to file fixed indexed annuity?

Insurance companies are required to file fixed indexed annuities with the appropriate regulatory authorities.

How to fill out fixed indexed annuity?

To fill out a fixed indexed annuity, you will need to provide information about the annuitant, the policy terms, and the indexed interest crediting method.

What is the purpose of fixed indexed annuity?

The purpose of fixed indexed annuities is to provide a combination of principal protection and the potential for market-linked returns.

What information must be reported on fixed indexed annuity?

Information such as the annuitant's personal details, the contract terms, and the indexed interest crediting method must be reported on fixed indexed annuities.

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