All Annuity Types
An annuity is a contract between you and an insurance company.
- You agree to pay the company a one-time payment, or a series of payments.
- In return, the company agrees to pay you income, starting immediately or at a future specified date.
- Any interest or investment return you earn in the annuity’s first phase grows tax-deferred until you enter the second phase and start receiving payments.
*All annuities are subject to the claims paying ability of the insurer. Ordinary income taxes apply to withdrawals of earnings. Withdrawals prior to age 59 ½ are generally subject to a 10% IRS penalty tax. Consult your tax adviser to consider your personal tax circumstances.
Associated Investment Services, Inc.† works with several respected insurance companies to offer a variety of annuities. We’re ready to answer your questions and help you choose the annuity that matches your goals.
*SECURITIES AND ADVISORY SERVICES ARE OFFERED BY ASSOCIATED INVESTMENT SERVICES, INC. (AIS), member FINRA and SIPC, d/b/a Associated Investment Services Group in Minnesota. • AIS is an affiliate of Associated Banc-Corp (AB-C). • Associated is a marketing name AB-C uses for products and services offered by AIS. • INSURANCE PRODUCTS are offered by licensed agents of AIS. These products may include annuities, life, disability and long-term care insurance for individuals. Insurance products are the obligations of the issuing insurance companies. • AB-C and its affiliates do not provide tax, legal or accounting advice. Please consult with your tax, legal or accounting advisors regarding your individual situation.
Investment, Securities and Insurance Products: - NOT A DEPOSIT - NOT FDIC-INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT GUARANTEED BY THE BANK - MAY LOSE VALUE