Meeting/Event Information

SJAHU April Meeting - Annuities

April 17, 2018 at 8:30 AM
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Ramblewood Country Club
200 Country Club Parkway
Mt. Laurel, NJ 08054

A Fixed Index Annuity is a tax favored accumulation product issued by an insurance carrier. The FIA shares features with fixed deferred interest. However, with an indexed annuity, the annual growth is bench marked to the stock market index instead of an interest rate.  These are great retirement options for your clients that are looking to retire within the next 10 years. Come learn from Donna McLaughlin from UMS on how the FIA’s work, their strengths and limitations, and how to bring up the conversation to your clients who are looking for retirement options.  No security license is needed to sell this product. 


Fixed Indexed Annuities


NJ: 88895826

PA: 122642


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Save the Date:


May 7th – 9th Atlantic City Convention


 May 24th Annual Golf Outing at

Ramblewood Country Club, Mt. Laurel NJ.