TCU Investment Services

Fixed Annuities

Broker Check by FINRA

Fixed Annuities:

Designed for more conservative investors close to retirement

Fixed annuities allow you to protect assets from market volatility. These contracts with an insurance company often pay you an agreed-upon percent for a guaranteed number of years. Withdrawals may be subject to surrender charges during the early years of the contract, and funds withdrawn from any annuity prior to age 59 ½ may be subject to a 10% IRS penalty. 

Rates shown are for illustrative purposes only and are not intended to be a solicitation for a specific insurance product. Please consult a qualified professional to determine which strategies or investments may be suitable for you. 

5.00%

3 Year
(Minimum Premium: $100,000)

5.50%

5 Year
(Minimum Premium: $100,000)

Rates effective 11/18/2022. Initial rates offered are subject to change.
Please contact your TCU Investment Services Representative at (800) 756-6210 for more information.