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Retirement Income

Fixed Annuities — Grow Your Retirement Savings with Protected, High-Yield Returns

Earn competitive guaranteed interest with 100% principal protection. A safe alternative to CDs and money market accounts — without exposure to stock market losses.

Get Today's Annuity Rates

Today's Top Rate

9.0%

Multi-year guaranteed annuity (MYGA) — 7-year term, A-rated carrier

Principal Protection
100%
Tax Treatment
Deferred

Rates illustrative and subject to change. Free consultation to confirm current carrier rates.

What Is a Fixed Annuity?

A fixed annuity is a contract between you and an A-rated insurance carrier. You deposit a lump sum (often from a 401(k) rollover, IRA, or savings), and the carrier guarantees a fixed interest rate for a set number of years. Your principal can never decrease due to market losses.

At the end of the term, you can withdraw your money, renew at current rates, or convert to a guaranteed lifetime income stream. Earnings grow tax-deferred — meaning you don't pay income tax until you take a withdrawal.

How Annuities Compare to CDs and 401(k)s

Side-by-side look at the most common retirement savings vehicles.

VehiclePrincipal ProtectionTypical GrowthLiquidityTaxation
Fixed Annuity100% principal protected5–9%+ guaranteedLimited (surrender period)Tax-deferred
Bank CDFDIC up to $250K4–5% typicalPenalty for early withdrawalTaxed annually
Money MarketFDIC up to $250K3–5% variableFully liquidTaxed annually
401(k) / IRAMarket riskVariable (avg ~7%)Penalty before 59½Tax-deferred / Roth

Who Should Consider an Annuity?

Pre-retirees age 50+

Looking to lock in guaranteed growth as you transition out of stock-heavy portfolios.

Retirees seeking income

Want predictable lifetime income that won't run out, regardless of market performance.

CD ladder savers

Frustrated with low CD rates and ready for higher guaranteed yields with similar safety.

401(k) / IRA rollovers

Want to protect retirement assets from the next market downturn while keeping tax-deferred status.

Annuity FAQs

What is a fixed annuity?+

A fixed annuity is a contract with an insurance company where you deposit a lump sum and earn a guaranteed interest rate for a set period. Your principal is fully protected and growth is tax-deferred until you withdraw.

How are annuity rates so much higher than CDs?+

Insurance carriers can offer higher rates because annuity contracts include surrender periods (typically 3–10 years), allowing the insurer to invest more aggressively. The trade-off is reduced liquidity in exchange for stronger guaranteed growth.

Are annuities safe?+

Fixed annuities are backed by the issuing insurance carrier and state guaranty associations. We only place clients with A-rated carriers. Your principal cannot decline due to market losses.

When can I access my money?+

Most fixed annuities allow penalty-free withdrawals of 10% per year. Full access is available after the surrender period or as a guaranteed lifetime income stream.

Do I pay tax on annuity earnings?+

Earnings grow tax-deferred — you only pay income tax when you withdraw. This compounding advantage often outpaces taxable accounts over 5–10+ years.

See today's best annuity rates.

We compare current rates from A-rated carriers and show you the strongest principal-protected options for your retirement timeline.

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