Phoenix Financial Partners
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Phoenix Financial Partners
Home
Our Services
  • Annuities
  • Life Insurance
  • Long-Term Care
More
  • Home
  • Our Services
    • Annuities
    • Life Insurance
    • Long-Term Care
  • Home
  • Our Services
    • Annuities
    • Life Insurance
    • Long-Term Care

Strategic Partnerships

Experience the advantage of annuities

We create annuities that can help you plan for and live in retirement

Our annuities provide options for growing your savings, generating income, covering long-term care expenses, and leaving a lasting legacy.


Is There a Gap in Your Retirement Plan?


An annuity might be the solution.

Annuities can help replace your paycheck, cover essential retirement costs, sustain your preferred lifestyle, and secure your legacy. Explore the different types of annuities we offer.

Fixed Indexed Annuities (FIA)

Want Growth Potential Without Market Losses?

 A fixed index annuity (FIA) gives you growth potential for your retirement savings but without down market risk. And some FIAs are designed to give you a lifetime income “paycheck.” 

How can your money grow in an fia

How to maximize growth opportunities while safeguarding against Losses

 

With a fixed index annuity, there are “fixed” and “index-linked” interest crediting strategies to potentially grow your money. With either type, you’re never actually invested in the market or any index so there’s no risk of any market losses. 


Instead, your money may grow in an FIA as it earns interest credits through the interest-crediting strategy you choose (your financial professional can help you decide).


Here’s more on these two main types of interest-crediting strategies:

FIXED INDEXED ANNUITIES (FIA)

An index-based strategy for greater growth potential


 With this type of strategy, you’ll get a specific percentage of interest credited each period, guaranteed.  

FIXED ANNUITIES (FA)

 A fixed interest rate crediting strategy for growth


With an index-based strategy, you earn interest when the index your strategy is linked to (like the S&P 500®) has a positive performance. 


The amount of interest you’re credited each period is typically subject to certain limitations or restrictions. 

 Copyright © 2025 Phoenix Financial Partners, LLC - All Rights Reserved.
Neither Phoenix Financial Partners nor its agents may provide tax or legal advice. Anyone to whom this material is promoted, marketed, or recommended should consult with and rely on their own independent tax and legal professional regarding their particular situation and the concepts presented herein. 

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