Retirement Services

Fixed Indexed Annuities

From a leading issuer of annuities in employer-sponsored plans.

Fixed indexed annuities can provide potential for higher interest crediting than traditional fixed annuities, and minimum guaranteed accumulation value and safety of premiums paid and interest earned.

Plus, advice services from an AmeriLife Benefits program Investment Advisor Representative .

What is an Investment Adviser Representative (IAR)?

An IAR is in the business of providing advice regarding securities, and has a fiduciary and regulatory responsibility to: 

  • Put their client’s interest first
  • Register under the Uniform Securities Art
  • Pass the Series 65 (or Series 66) securities license exam (unless a waiver is obtained)

Agents who reference themselves like as “financial advisors” are not IARs unless they meet the above requirement.

Along with integrated plan compliance and salary reduction administration from one of the nation’s largest independent service providers for retirement plans sponsored by public education employers.

Feel confident in your 403(b)/457 Retirement Savings Program

This information is provided for informational purposes only and should not be construed as investment advice or an offer or solicitation to buy or sell securities. All investment and/ or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Past performance is not a guarantee of future results. Exchange traded funds (ETFs) and mutual funds are offered by prospectus only. Investors should consider a fund’s investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other important information is available and should be read carefully before investing. No portion of the content should be construed as an offer or solicitation for the purchase or sale of any security.

Retirement Services

Save more for reteirement with your employer-sponsored plan and Amerilife® Benefits Retirement Services 

  • Broad selection of quality, brand-name investments, plus fixed indexed annuities (FIAs)
  • Retirement planning tools and support to help you make informed decisions
  • An easy-to-use, retirement savings platform available, online, via your smartphone, tablet, or computer

Multiple savings opportunities on one platform

Investment Accounts from a national financial advisory firm and Registered Investment Adviser, with:

Self-selection of investments: choice of a fixed-interest stable value fund and 40 individual mutual funds and exchange-traded funds (ETFs) from trusted institutions.

Professionally managed investment portfolios: based on five risk-adjusted models.  For those who wish to rely on the services of an investment professional.

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(877) 523-0176
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Hammond, LA 70403
(877) 365-2341
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Jackson, TN 38305
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Clearwater, FL 33759
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5 Cowboys Way, Suite 300
Frisco, TX 75034
(214) 315-5560
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Thank you for your interest

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