An elderly Asian couple looking at a laptop computer together on a wooden desk. The man is standing, holding a mug, and looking over the shoulder of the woman who is seated and holding a small notebook. A bookcase is in the background.

Retirement Made Simple

At Marquette, we believe planning for your future should be effortless. Our carefully designed core products offer exceptional value, combining tax-deferred growth with reliable returns. This allows you to plan your future with confidence and ease.

Annuities are tax-deferred, offering a secure principal, steady interest rates, and flexible payment options. Future financial planning with an annuity is one of the most secure ways to invest money for your retirement. At Marquette, we make it easy, with a hyper-focus on delivering the very best returns and service.

A happy elderly couple embracing warmly inside near a large wooden window, both smiling. The man, with white hair, is hugging the woman from behind; she is wearing orange glasses.

What Is a Fixed Annuity?

It’s a type of financial product that generates a regular revenue stream, typically used as a guaranteed retirement income stream. When you buy a fixed annuity, you invest a lump sum or make recurring payments to an insurance company. In turn, you receive fixed returns at regular intervals for the rest of your life.

How It Works for You

Fixed annuities offer stability and peace of mind by protecting your principal and delivering a regular retirement income stream, regardless of market fluctuations. They’re ideal for individuals seeking a reliable retirement strategy, helping you plan confidently for the future with consistent payouts and potential tax-deferred growth. Benefits include:

Total security:

Your lump sum is protected, ensuring a guaranteed income for life.

Steady interest rates:

Choose between a guaranteed rate or link to a market index rate.

Tax-deferred growth:

Zero income tax right up until you withdraw from your annuity.

Flexible payment options:

Opt to receive payments all at once or steadily over a period of time.

The next generation:

Option to transfer wealth from your annuity in a legacy to your loved ones.

Is an Annuity Right for You?

Annuities offer a robust way to protect your hard-earned assets. They provide financial stability and peace of mind, generating a predictable retirement income stream without the risk of stock market volatility. Annuities help you plan confidently for your financial future with regular payouts and potential tax-deferred growth.

A happy, smiling African American couple standing on a rooftop at sunset, holding hands. The woman in a pink sweater is laughing joyfully.