Fixed Index Annuities

Building Financial Futures

The two basic types of Annuities that we offer are: Traditional Fixed and Fixed Index.

A Fixed Index Annuity offers an interest rate credited to your annuity contract linked to specific market indices that you can choose on an annual basis. Once the interest is credited, you are guaranteed that it can never go down based on future market fluctuations.

Focusing on the need for an Annuity will help you determine if a Fixed Index Annuity is right for you.

Some common needs for a Fixed Index Annuity are:

  • Supplemental Income
  • Tax Deferred Growth
  • Estate Preservation
  • Cash Value Accumulation
  • Tax Deductions
  • College Funding
  • Funeral Expenses

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Information and Questions

Here are some questions and things to think about when it comes to Fixed Annuities

Inflations Impact on Retirement Income.

How Fixed Annuities are Taxed.

When/How to Access Fixed Annuity Income.

How to Maximize Pension Benefits.

How Fixed Annuities Function.

Spouse's Income Effect on Your Retirement.

What age am I going to retire?

How much income will I need?

When should I consider a Fixed Annuity?

How much should I be saving for my Retirement?

What types of Fixed Annuities are available for me?

How can Fixed Annuities help me save for my retirement?

About Us

Based in beautiful Southern California Wine Country, Calculated Insurance was founded in 2006 and incorporated in 2009.

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28936 Old Town Front Street
Suite 206
Temecula, CA 92590