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  • Home
  • About
    • Who We Are
    • Mission
    • Philosophy
    • Meet The Team
    • Client Focus
    • Refer a Friend
  • Services
    • Infinite Banking Concept
    • Insurance
    • Tax-Free Retirement
    • Quotes >
      • Term Life Insurance Quote
      • Permanent Insurance Quote
      • Annuity Quotes
      • Final Expense Insurance Quote
  • Videos
    • CORE Videos
    • The Nelson Nash Story
    • CORE Debt Strategy
    • Podcast EPs
  • Calculators
    • Wealth Watch >
      • Human Life Value Calculator
      • Net Worth Calculator
      • Future Value Calculator
      • Savings Calculator, Taxes and Inflation
      • Savings Calculator (compounding interest)
    • Investing >
      • Taxable vs. Tax Deferred vs. Tax Free Investment
      • Compare Investment Fees Calculator
      • Mutual Fund Expense Calculator
    • Taxes >
      • Charitable Contributions Calculator
      • Estate Tax Liability Calculator
      • Marginal Tax Rate Calculator
      • Net to Gross Paycheck Calculator
      • Payroll Deductions Calculator
      • Self-Employment SE Taxes Calculator
      • Student Loan Tax Rate Calculator
    • Business Finance >
      • Cash Flow Calculator
      • Profit Margin Calculator
      • Working Capital Calculator
      • Breakeven Analysis Calculator
      • Business Debt Consolidation Calculator
      • Business Valuation Calculator
      • Equipment Buy vs. Lease Calculator
      • Investment Loan Calculator
      • Like Kind Exchange Calculator
      • Line of Credit Calculator
      • Loan Tax Savings Calculator
      • Stock Distribution Calculator
    • Retirement >
      • Life Expectancy Calculator
      • Social Security Benefits Calculator
      • Fixed Annuity Calculator
      • Retirement Planner Calculator
      • Retirement Income Calculator
      • Retirement Savings Calculator
      • Retirement Shortfall Calculator
      • Required Minimum Distribution RMD Calculator
    • Insurance >
      • Life Insurance Calculator
      • Long Term Care Calculator
      • Human Life Value Calculator
      • Human Life Value Calculator
    • Personal Finance >
      • Family Income Calculator
      • Home Budget Calculator
      • Budgeting Calculator
      • Amortization Loan Calculator
      • Auto Loan Calculator
      • Lease vs. Buy
      • Auto Rebate vs. Interest Rate Calculator
      • Health Savings Account (HSA) Calculator
      • College Savings Calculator
      • Student Budget Calculator
      • Savings Goals Calculator
    • Mortgages >
      • Rent vs. Buy Calculator
      • Home Buyer Savings Calculator
      • Mortgage Qualifier Calculator
      • Mortgage Required Income Calculator
      • Mortgage Loan Calculator
      • Maximum Mortgage Calculator
      • Mortgage Points Calculator
      • 15 Year vs. 30 Year Mortgage Calculator
      • ARM & Interest Only ARM vs. Fixed Rate Mortgage
      • Interest Only Mortgage Calculator
      • Adjustable Rate Mortgage Calculator
      • Home Equity Line of Credit Calculator
      • Refinance Breakeven Calculator
      • Reverse Mortgage Calculator
    • Debt/Liabilities >
      • How Much Do You Owe Calculator
      • Cost-of-Debt Calculator
      • Credit Card Debt Calculator
      • Credit Card Pay Off Calculator
      • Roll-down Your Credit Card Debt Calculator
      • Student Loan Calculator
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Annuities

Protect your future with guaranteed income for the rest of your life. Speak with our financial experts today to find the best options for your financial situation.

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What is an Annuity?

Annuities are contractually-executed, relatively low-risk investment products; the insured (usually, an individual) pays a life insurance company a lump-sum premium at the start of the contract. That money is to be paid back to the insured in fixed, incremental amounts, over some future time period (predetermined by the insured). The insurer invests the premium; the resulting profit/return on investment fund the payments received by the insured, and, compensate the insurer. 

Conventional annuity contracts provide a predictable, guaranteed stream of future income (e.g., for retirement) until the death(s) of the beneficiaries(s) named in the contract, or, until a future termination date – whichever occurs first. These financial instruments have been used to accumulate funds and provide significant and sudden increases in personal income (via future, lump-sum withdrawals), all while legally avoiding the taxes (e.g., income-, capital gains-, estate-) that would otherwise be assessed on them.

Immediate Annuities vs. Deferred Annuities

An Immediate Annuity is an insurance policy which, in exchange for a sum of money, guarantees that the issuer will make a series of payments. These payments may be either level or increasing periodic payments for a fixed term of years or until the ending of a life or two lives, or even whichever is longer.

A Deferred Annuity is a contract that is chiefly a vehicle for accumulating savings with a view to eventually distribute them either in the manner of an immediate annuity or as a lump-sum payment

Contact us to learn more about the right annuity for you.
(302) 504-6450​
Middletown, DE 19709​
Click Here to Email Us
Annuity Quote
Annuities provide guaranteed income for life

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CORE Financial Partners​
Wilmington, DE 19803
Office: (302) 504-6450
Click Here to Email Us

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