Annuities

Fixed & Indexed Annuities

An annuity is an investment contract between a person and an insurance company that allows for the deposit of money that is managed by the company for the benefit of the investor. In return, the insurer makes payments to the investor over a period of time that is spelled out in the contract. There are several types of annuities (such as fixed or indexed) based on the type of investment involved. The advantages of annuities include tax deferral during accumulation and lifetime retirement income.

Contact Us to Purchase an Annuity

Fixed annuities can serve as a guaranteed complement to other retirement investments you may have. The experienced agents at Brooks, Todd & McNeil can help you find ways to save that best meet your goals for retirement. Contact our Connecticut offices located in Torrington, South Windsor, and Enfield. We can discuss your options with you.

“We are an early stage company, operating on a tight budget and without a full administrative infrastructure. As any small company would, we rely on our professional service providers to provide advice and support where we have internal gaps. Our relationship with Brooks, Todd and McNeil has expanded over the years as our firm has grown. And, simply put, BT&M has fielded a team that has provided a level of professionalism that I would not be able to find elsewhere. Support for our basic insurance needs, benefit plan administration has far exceeded my expectations. Thank you for the contribution you have made to the development of our young company. There is a reason your organization has been in business over 180 years – bravo!” — Eric Pedersen, President & CEO, IDEAL FISH Waterbury, CT
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