Flexible-Premium Annuities

Tax-deferred annuities have single-premium and flexible-premium options. Flexible-premium annuities require a minimum premium of $50 a month. The more money you pay to a flexible-premium annuity, the faster and larger your annuity builds to reach your financial goals. These options have a fixed interest rate.

All products not available in all states.

Beneficial Financial Group’s Advantage series tax-deferred annuities and single-premium immediate annuities are not available in all states. We recommend that you thoroughly read the annuity contract for actual governing contractual provisions and certain exclusions, limitations, reductions of benefits, and terms for keeping the annuity in-force. Beneficial Financial Group recommends that you consult your tax professional or attorney on specific points of interest to you.

Advantage Annuities: form 9-601-03.