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Asset Planning Insurance Group, LLC

139 Clinton Street,
Johnstown, PA 15901

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Featured Annuities

Call us today if you would like more information on this annuity or the numerous other products that we have to offer at Asset Planning Insurance Group!

Annuities in Pennsylvania

A GBU annuity is a personal retirement vehicle designed to help individuals reach long-term financial goals by the use of tax-deductible, tax-exempt and tax-deferred accounts. In addition, GBU annuities can also be used to accumulate funds for first-time home buyers and higher education expenses.

Retirement goals can be successfully achieved by combining annuity tax advantages with GBU’s competitive, daily-compounded interest rate. GBU annuities are available in both non-qualified and qualified formats.

GBU's annuity accounts do not have sales or administrative fees; 100% of your payments earn interest from the day they are received. Personal financial goals can be successfully achieved by combining tax advantages with GBU’s competitive, daily-compounded interest rates

WHAT TYPES OF ANNUITIES DOES GBU OFFER?

Preferred 8 Annuity

A tax-deferred retirement account providing the highest interest rate GBU offers. This contract provides a minimum guaranteed interest rate. Eight-year withdrawal restrictions

Preferred 5 Annuity

A tax-deferred retirement account paying a competitive interest rate. This contract provides a minimum guaranteed interest rate. Five-year withdrawal restrictions

Immediate Annuity

A single premium contract that pays a periodic distribution for a specified period or for the annuitant's lifetime with a "locked-in" rate of interest

WHY DO PEOPLE INVEST IN GBU ANNUITIES?

  • Financial Security! GBU reserves one dollar for every dollar invested. This reserving method is beyond required insurance department reserving regulations and adds extra security to invested funds.
  • Competitive interest earnings are tax-deferred until withdrawal.
  • Requires no management. No renewal problems or investment/reinvestment worries.
  • Earned interest may be withdrawn at any time, without GBU penalty.
  • Each year after the first contract year, a one-time withdrawal of up to 10% of principal can be withdrawn without a GBU penalty.
  • No loading or processing fees.
  • One hundred percent (100%) of deposited funds earn interest from the day received at GBU's Home Office.
  • The added value of membership benefits.
  • There are no sales or administrative fees.
  • A GBU Preferred 5 annuity may be opened with a minimum of $500 or $25 per month Check-O-Matic (C.O.M.) deposit.
  • GBU consistently offers competitive rates.
  • Interest earnings accumulate tax deferred until withdrawn or surrendered.
  • Guaranteed minimum interest rates provide account security.
  • Easy to read Quarterly statements detailing all deposits, withdrawals and earned interest.
  • Lifetime income or settlement options are available.
  • Withdrawal rights which can help you meet emergency needs.
  • If desired, deposits may be set up on an automatic withdrawal basis.
  • If the annuitant were to die prior to the maturity date, the total Cash Value is paid directly to the beneficiary. This avoids the expense and delay of probate.
  • Annuities are the only vehicle that provide an income that can't be outlived.

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Contact Us

Asset Planning Insurance Group, LLC

139 Clinton Street,
Johnstown, PA 15901

Phone : 814-536-1040
Fax : 814-536-8202
Email:
jen@assetplanningagency.com

Servicing States

  • Pennsylvania

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