Fixed Indexed Annuities in San Marcos, Texas

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Fixed Indexed Annuities

In San Marcos, Texas

In San Marcos, Texas

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GROW YOUR RETIREMENT SAVINGS WITH BANKERS LIFE FIXED INDEXED ANNUITIES IN San Marcos

A fixed indexed annuity offers the simplicity of a fixed annuity combined with the opportunity to earn interest linked, in part, to the S&P 500®—all while protecting principal against downside market risk.
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Included riders in San Marcos, Texas

Convalescent care rider²
This rider is included automatically and allows one additional free partial withdrawal equal to 10% of the single premium. Funds may be accessed after 30 consecutive days of qualified nursing home care beginning one year from the issue date. The rider is available through issue age 75.
Terminal illness rider²
This rider is included automatically and allows for one free partial withdrawal up to 75% of the single premium after the rider is in force one year. Funds may be accessed when a doctor certifies terminal illness expected to cause death within a year. The rider is available through issue age 75.

²Based on state availability.

How do I know if I’m eligible for a fixed indexed annuity? San Marcos, Texas

  1. Find out if you're eligible by scheduling an appointment with an experienced, licensed Bankers Life agent/producer.
  2. Together with your agent/producer, you'll determine if a fixed indexed annuity will satisfy your investment goals to help meet your financial needs.
  3. You'll also be required to complete a suitability review to determine if the fixed indexed annuity is suitable for you based on your financial situation and objectives.

Learn how you can prepare for long-term care needs in San Marcos, Texas

Find out how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Policies are underwritten by Bankers Life and Casualty Company, except policies issued in New York, which are underwritten by Bankers Conseco Life Insurance Company.
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FREQUENTLY ASKED QUESTIONS ABOUT FIXED INDEXED ANNUITIES in San Marcos, Texas

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About Bankers Life in San Marcos, Texas
Bankers Life in San Marcos, Texas is here to help you build a plan that provides security and peace of mind. With Medicare Supplement insurance, life insurance, long-term care insurance, supplemental health insurance and annuities, we can help you plan for medical expenses, protect your life savings, provide for your loved ones and more. Visit us at our San Marcos, Texas location, or contact us at (888) 995-6811. Get a quote today!

Areas We Serve near San Marcos, Texas