Insurance and Annuities
from UVest Financial Services

UVest Financial Services offers Insurance and Annuity options. The UVEST Insurance program offers a full range of insurance products and services such as Permanent, Whole, Universal, Variable, Irrevocable Life Insurance Trust (ILIT) and 1035 Exchange. An annuity is a contract between an insurance company and the individual purchasing the annuity. In return for a sum of money (the premium), the insurance company makes guarantees to the purchaser. The insurance company may offer the tax-deferred annuity purchaser - a guaranteed interest rate for a guaranteed period of time, a guarantee that the investor will receive at least as much as he/she invested under any circumstance (guaranteed return of principal) and a guarantee that the investor will never receive less than a minimum interest rate while the money is invested with the insurance company (conditions apply).

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Insurance and Annuities Reviews

5.0
Oct 24, 2008 3:23 pm

This is a guaranteed interest rate for a guaranteed period of time as it says. You can never outlive this annuity, making it a sound investment to start early for your retirement. I believe it can even be used as a death benefit to pay beneficiaries.

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Type Today Week Ago
15 Year Fixed 4.73% 4.73%
30 Year Fixed 4.98% 4.98%
1 Year ARM 3.99% 3.99%
5/1 Year ARM 4.51% 4.51%
Type Today Week Ago
Line of Credit 4.50% 4.50%
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Type Today Week Ago
Interest Checking 0.33% 0.33%
Money Market/Savings 0.58% 0.58%
12 Month CD 2.02% 2.02%
60 Month IRA CD 2.94% 2.94%
Type Today Week Ago
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Platinum Cards 10.94% 10.94%
Provided by Informa 01.09.09