Designated Investments - Variable Annuity Program
Variable annuities provide the advantages of traditional fixed annuities with the potential returns that are available by investing your money in the financial markets. The investment options you may choose from in a variable annuity are referred to as "sub accounts". These sub accounts are structured as either "mutual funds" or as segregated "investment portfolios" that are managed by professional fund managers.
Product Features:
- Two investment styles and 12 allocations from which to choose.
- Allocations are monitored on a daily basis by GIM's management team.
- Active management is employed for all allocations.
- Tax-differed investment strategies with several prestigious annuity companies.
- Responsive customer service.
- Daily account access, monthly annuity statements and quarterly performance reports.
Variable Annuity Company Selection:
GIM's variable annuity overlay management is currently available at the following variable annuity companies or specific annuity products: Nationwide Life Insurance Company - America's marketFLEX® Annuity only), The Security Benefit Group of Companiessm - Advisor Design Variable Annuity only, Western Reserve Life, Jefferson National, ING (Golden and Smart Designs), Jackson National Life and AXA (Accumulator products).
Minimum Investment:
$20,000.00