Stephens-Matthews Marketing

For more information about our
Annuity products, contact Tessa at
1-800-544-8250 x117















Personal Income Annuity


Personal Income Annuity is a single-premium indexed annuity that offers protection from market loss, a 10-year surrender charge period, and lifetime income via a choice of two guaranteed minimum withdrawal benefit riders1. It offers a fixed interest account and 10 indexed accounts with index credits linked to the positive performance of two market indices: S&P 500® and the CS Tactical Multi Asset™ Indices. Designed for individuals who seek to benefit from the upside potential of the equity markets without risking loss of principal due to market downturns2, this product may be appropriate for individuals who:


  • Seek control and flexibility within a more conservative investment
  • Are concerned about the long-term effects of market volatility
  • Are looking for guaranteed lifetime retirement income
  • Need to rebalance their overall investment portfolios
  • Want to accumulate money for retirement on a tax-deferred basis



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Stephens-Matthews Marketing, Inc.