LOCKTON AFFINITY, LLC.
10895 Lowell Avenue, Suite 300 | Overland Park, KS 66210
(800) 624-0169 | [email protected]
MAILING ADDRESS: PO Box 410679 | Kansas City, MO 64141
Multi-Year Guaranteed Annuities are issued by insurance carriers. Insurance products are offered only in jurisdictions where the product is approved and where the applicable entities and insurance producers are properly licensed. Product availability, rates, features, eligibility requirements and contract terms vary by state. Rates are subject to change before contract issuance. All guarantees are based solely on the financial strength and claims-paying ability of the carrier.
A minimum initial premium of $20,000 is required. Maximum issue age is 89 years and 364 days. This product is available only in approved states. Rates shown are subject to change without notice and may vary based on premium amount, state of residence and other factors. Contact our team for current rates and product availability in your area. Withdrawals may be subject to surrender charges, a market value adjustment (if applicable) and income taxes. Withdrawals before age 59½ may also be subject to an additional 10% federal tax unless an exception applies.
WealthConnect is offered by Synchronize insurance services and administered by Lockton Affinity, LLC, d/b/a Lockton Affinity Insurance Brokers, LLC, California License #0795478, a licensed insurance producer. Coverage is subject to actual policy terms and conditions. Policy benefits are the sole responsibility of the issuing insurance company.
Multi-Year Guaranteed Annuities (MYGAs) are not bank deposits, are not FDIC insured, are not obligations of any bank, and are not guaranteed by any bank or governmental agency.
Lockton Affinity, LLC and its affiliates act as insurance producers and do not provide legal, tax, accounting or investment advice. Individuals should consult their own professional advisors regarding their specific circumstances before making any financial decisions.
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