ANNUITIES
Variable annuities provide the opportunity for market appreciation, through a variety of investment options, with tax-deferred accumulation and future income. Variable annuities are designed for people willing to take more risk with their money in exchange for greater growth potential.
Index Annuities are excellent alternatives for investors seeking safety in a low interest rate environment or a volatile market. These newer products are attractive to retired persons and to those approaching retirement.
Traditional Fixed Annuities pay guaranteed rates of interest, in many cases higher than bank CDs. The convenience and predictability of a set payout makes a fixed annuity a popular option for retirees who want a known income stream to supplement their other retirement income.
MUTUAL FUNDS
We offer a vast array of mutual fund choices covering all style boxes and degrees of risk. Depending on your clients’ investment objectives, they can pursue a conservative, moderate, or aggressive investment strategy.
RETIREMENT PLANS
Individual Plans
- IRA’S
- Roth IRA
- IRA Rollovers
Business Plans
- SEP IRA’S
- Simple IRA
- Profit Sharing plans
- 401(K)
Securities offered through Woodbury Financial Services, Inc.
Member FINRA, SIPC
Not FDIC or NCUA insured
No Bank or Credit Union Guarantee
May lose value
P.O. Box 64284,
St. Paul, MN 55164
(800) 800-2638
Duggan Insurance Services, Inc. and Woodbury Financial Services are not affiliated entities.