FGAnnuity.com - F&G Lifetime Income Annuities | Performance Pro & Safe Income Advantage
Independent F&G Annuity Specialist
📞 (508) 373-3333
Independent Agent • Not affiliated with F&G • Licensed in all 50 states • View Full Disclosure
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⭐ #1 in Customer Satisfaction - J.D. Power 2023

Turn Your Retirement Savings Into
Guaranteed Lifetime Income

F&G fixed index annuities with income riders: Up to 17% premium bonus, guaranteed growth rates up to 7.2%, and lifetime income you can never outlive. From an A-rated carrier with $43.6B in assets.

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Premium Bonus
17%
Maximum Bonus*
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Established
1959
66 Years Strong
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Total Assets
$43.6B
Financial Strength
AM Best Rating
A
Excellent
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Choose Your F&G Lifetime Income Strategy

Two premier fixed index annuities with income riders designed to create guaranteed retirement income that lasts for life

Also Available: FG Guarantee-Platinum® MYGA

For conservative savers seeking a CD alternative with guaranteed fixed rates. 3, 5, or 7-year terms with competitive rates, tax-deferred growth, and $20,000 minimum. Note: MYGAs do not include lifetime income riders - they're designed for accumulation only, not lifetime income planning.

Ask About Current MYGA Rates

Important: Premium bonuses vary by issue state and age, subject to vesting schedule. Income growth rates apply to income base values, not account values. Impairment multiplier requires 10-year holding period and inability to perform 2 of 6 ADLs. Index crediting subject to caps, spreads, and participation rates. Products not available in all states. Contact us for current rates and features specific to your situation.

Why F&G Leads the Industry

Award-winning financial strength and customer satisfaction

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#1 Customer Satisfaction

Ranked highest in J.D. Power 2023 U.S. Individual Annuity Study with 843 score vs 800 industry average. First place in all five study factors.

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A-Rated Strength

A (Excellent) from AM Best, A- from S&P and Fitch, A3 from Moody's. All ratings recently upgraded, demonstrating growing financial stability.

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$43.6 Billion Assets

Record $11 billion in 2023 sales. Nearly 700,000 policyholders trust F&G with their retirement security.

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Since 1959

66 years protecting Americans' retirement. Subsidiary of Fidelity National Financial (NYSE: FG).

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Principal Protected

100% protection from market losses. When markets drop, you don't lose a penny—guaranteed by contract.

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State Guaranty Funds

Additional protection up to $250,000 in most states through state guaranty associations—similar to FDIC protection.

Never Run Out of Money in Retirement

F&G income annuities provide the security of guaranteed lifetime income

Guaranteed For Life

Like Social Security or a pension, income payments continue for your entire lifetime—even if you live to 100+.

Tax-Deferred Growth

Your money grows without annual taxes, compounding faster than taxable accounts like CDs or savings.

Market Upside Potential

Participation in market indexes like S&P 500 with downside protection—capture gains without the risk of loss.

10% Free Withdrawals

Access up to 10% of your account value annually after year one without penalties for unexpected needs.

Nursing Home Waiver

100% access to your funds after 60 days in a licensed facility—protection when you need it most.

Legacy Protection

Remaining value passes to beneficiaries outside of probate—your legacy is protected for loved ones.

Your Path to Guaranteed Income

From consultation to lifetime income in four simple steps

1

Free Consultation

15-30 minute call to discuss your goals and determine the best F&G solution. No obligation.

2

Personalized Quote

Custom illustration showing your guaranteed income, bonuses, and growth based on your age and investment.

3

Simple Application

Streamlined process with F&G's fast 10-14 day processing. We handle all paperwork and transfers.

4

30-Day Free Look

Review your contract risk-free. Full refund available if you change your mind—no questions asked.

"Steven made the entire process simple and transparent. Within two weeks, I had my F&G contract with a 15% bonus and guaranteed income for life. The peace of mind is invaluable."

— Robert M., Age 67, Florida

Common Questions About F&G Annuities

Get answers from an independent specialist with 15+ years experience

Should I choose Performance Pro or Safe Income Advantage?

Choose Performance Pro if you:

  • Want maximum upfront value with up to 17% premium bonus
  • Plan to start income within 5 years
  • Have an IRA or 401(k) rollover
  • Want the lowest possible income rider fee (0.10%)
  • Prefer more index options (7 strategies)

Choose Safe Income Advantage if you:

  • Want maximum guaranteed growth (7.2% compound annually)
  • Can wait 5-10 years before starting income
  • Want your income base guaranteed to double in 10 years
  • Prefer simplicity with fewer index choices
  • Are ages 50-65 planning for future retirement

Many clients split funds between both products for optimal diversification. I'll help you determine the best allocation based on your specific situation.

Why choose an FIA with income rider over a MYGA?

FIAs with income riders (Performance Pro & Safe Income) provide:

  • Lifetime Income Guarantee: Payments continue for life, no matter how long you live
  • Can't Outlive Your Money: Even if account depletes, income continues
  • Premium Bonuses: Up to 17% immediate boost with Performance Pro
  • Growth Potential: Participation in market indexes for potential higher returns
  • Guaranteed Growth: Safe Income guarantees 7.2% annual growth on income base
  • Long-Term Care Protection: Impairment multipliers can double income

MYGAs only provide:

  • Fixed interest rate for specific term (3, 5, or 7 years)
  • No lifetime income option
  • No premium bonuses
  • No market participation
  • Balance can be depleted

Bottom line: MYGAs work for short-term accumulation. FIAs with income riders create pension-like lifetime income you can't outlive.

How safe is my money with F&G?

Your money is protected by multiple layers of security:

  • A-Rated Financial Strength: F&G holds "A" (Excellent) from AM Best, "A-" from S&P and Fitch
  • $43.6 Billion in Assets: Strong balance sheet backing all guarantees
  • 66-Year Track Record: Operating since 1959, protecting nearly 700,000 Americans
  • State Guaranty Funds: Additional protection up to $250,000 in most states
  • Recent Upgrades: Moody's upgraded in 2023, AM Best upgraded in 2024
  • NYSE-Listed Parent: Subsidiary of Fidelity National Financial (FG)

F&G's financial strength ratings are among the best in the industry, and all ratings agencies have recently upgraded their assessments—a strong vote of confidence.

Can I transfer my IRA or 401(k) to an F&G annuity?

Yes! F&G annuities are commonly funded through IRA rollovers and 401(k) transfers:

  • Tax-Free Transfer: No taxes or penalties on the rollover itself
  • Maintain Tax-Deferral: Continues growing tax-deferred in the annuity
  • Add Principal Protection: Protect retirement savings from market losses
  • Create Lifetime Income: Convert savings into guaranteed monthly payments
  • Premium Bonus: Performance Pro adds up to 17% to rollover amounts
  • Professional Handling: I coordinate the entire transfer process

Most clients fund their F&G annuities this way. The process typically takes 10-14 days, and I handle all paperwork to ensure a smooth, tax-free transfer.

What if I need money before the term ends?

F&G annuities provide several liquidity options for unexpected needs:

  • 10% Free Withdrawals: Access up to 10% annually after year one without penalties
  • Nursing Home Waiver: 100% access after 60+ days in licensed facility
  • Terminal Illness Waiver: Full access with 12-month life expectancy diagnosis
  • Home Health Care: Access when unable to perform 2 of 6 Activities of Daily Living
  • Income Rider Activation: Start lifetime income payments when needed
  • Partial Surrenders: Access additional funds (surrender charges may apply)

These provisions ensure you have access during emergencies while maintaining the benefits of your annuity for long-term income planning.

How does the premium bonus work?

The Performance Pro premium bonus immediately increases your account value:

  • Immediate Credit: Bonus added to account value on day one
  • Up to 17%: Rate varies by state and age at issue
  • Example: $200,000 premium with 15% bonus = $230,000 starting value
  • Vesting Schedule: Bonus vests over 10-year surrender period
  • Income Base: Bonus counts toward lifetime income calculations
  • Death Benefit: Vested portion included in beneficiary payout

The bonus provides immediate value while the vesting schedule encourages long-term holding for maximum benefit. I'll show you exact bonus rates for your state and age.

What happens when I die?

Your F&G annuity provides multiple death benefit protections:

  • Beneficiary Payout: Remaining account value goes to your named beneficiaries
  • Avoids Probate: Direct transfer to heirs outside of probate process
  • Spousal Continuation: Spouse can continue contract or take lump sum
  • Enhanced Death Benefits: Optional riders can lock in gains for heirs
  • Joint Life Options: Income can continue for surviving spouse
  • No Company Keeps Money: F&G never keeps your money—it always goes to beneficiaries

Unlike some misconceptions, the insurance company does NOT keep your money when you die. Your beneficiaries receive the full remaining value.

Why did F&G rank #1 in customer satisfaction?

F&G earned the highest score (843 vs 800 industry average) in the J.D. Power 2023 U.S. Individual Annuity Study by ranking first in all five study factors:

  • Product Offerings: Innovative features like low fees and high bonuses
  • Price/Value: Competitive rates and transparent pricing
  • Communications: Clear, timely customer updates
  • Interaction: Excellent service and support
  • Statements: Easy-to-understand account statements

This ranking reflects F&G's commitment to putting customers first. In my 15+ years as an independent agent, F&G consistently delivers the best overall experience for both advisors and clients.

Get Your Personalized Income Quote

See exactly how much guaranteed lifetime income you could receive

Prefer to speak directly?

(508) 373-3333

Mon-Fri 8am-8pm ET • Sat 9am-5pm ET

⚠️ INDEPENDENT AGENT DISCLOSURE

FGAnnuity.com is an independent insurance agency and is NOT affiliated with, endorsed by, or sponsored by Fidelity & Guaranty Life Insurance Company (F&G).

We are licensed independent insurance agents authorized to sell F&G products but are not employees or direct representatives of F&G. This website is operated by:

Steven Marcangelo
National Producer Number (NPN): 21055203
Licensed States: All 50 States
Business Entity: Eterna Insurance Solutions LLC
Phone: (508) 373-3333
Email: [email protected]

For official F&G information: www.fglife.com | www.fglife.com/annuities

Important Product Information

Product Availability & Features: All rates, bonuses, caps, participation rates, spreads, and product features shown are subject to change without notice and may vary by state, age, premium amount, and issue date. Not all products or features are available in all states. The information presented is for educational purposes only. Please contact us for current rates and features specific to your situation.

Premium Bonuses: Bonus percentages for Performance Pro vary by issue age and state. Bonuses are subject to a vesting schedule over the surrender charge period. Unvested bonus may be lost upon surrender.

Income Growth Rates: The 7.2% growth rate for Safe Income Advantage applies to the income base value, not the account value. Actual account value growth depends on index performance and crediting methods.

Guarantees: All guarantees are backed solely by the financial strength and claims-paying ability of Fidelity & Guaranty Life Insurance Company, not by FGAnnuity.com or any other entity.

Surrender Charges: F&G annuities have surrender charges that decline over time. Early withdrawals exceeding free withdrawal provisions may result in surrender charges and loss of unvested bonus.

Financial Ratings & Protection

Current Ratings (as of 2024):

  • AM Best: A (Excellent) - 3rd highest of 13 rating levels
  • S&P Global: A- (Strong) - 7th highest of 21 rating levels
  • Fitch: A- (Strong) - 7th highest of 21 rating levels
  • Moody's: A3 (Upper Medium Grade) - 7th highest of 21 rating levels

Ratings reflect the opinion of independent rating agencies regarding F&G's financial strength and claims-paying ability. Ratings are subject to change and are not a recommendation to purchase.

State Guaranty Protection: Annuity owners may be protected by state guaranty associations up to certain limits (typically $250,000 per owner). Coverage varies by state. Annuities are not FDIC insured, not bank guaranteed, and may lose value.

Tax & Legal Information

Tax Treatment: Annuities provide tax-deferred growth. Withdrawals of gains are taxed as ordinary income and, if taken before age 59½, may be subject to a 10% federal tax penalty. Required minimum distributions apply to qualified annuities starting at age 73.

Not Tax or Legal Advice: This website provides general information only. It is not intended as tax, legal, or investment advice. Please consult qualified tax and legal professionals for advice specific to your situation.

Suitability: Annuities are long-term retirement planning vehicles and may not be suitable for all investors. Consider your financial situation, risk tolerance, and retirement goals before purchasing.

Agent Compensation & Suitability Standards

How Agents Are Compensated: I receive commissions from insurance companies when you purchase an annuity. Commission rates vary by product and company. I may also receive additional compensation such as bonuses, benefits, or conference attendance based on total sales. This compensation is paid by the insurance company and does not increase your cost.

Fiduciary Standard: As an insurance agent, I am required to act in your best interest and recommend only suitable products based on your financial situation, needs, and objectives. All recommendations are subject to comprehensive suitability review.

Multiple Products Available: I represent multiple insurance companies and can offer various annuity products. I will present options that best meet your stated objectives.

Trademarks & Legal Notices

Trademarks: F&G®, Performance Pro®, Safe Income Advantage®, FG Guarantee-Platinum®, and all associated logos are registered trademarks of Fidelity & Guaranty Life Insurance Company. All other trademarks are property of their respective owners.

J.D. Power Award: F&G received the highest score in the J.D. Power 2023 U.S. Individual Annuity Study of customers' satisfaction with their annuity product. Visit jdpower.com/awards for more details.

Products Issued By: Fidelity & Guaranty Life Insurance Company, Des Moines, IA. In New York, products issued by Fidelity & Guaranty Life Insurance Company of New York, Albany, NY.

Website Accuracy: While we strive for accuracy, information on this website may contain errors or become outdated. Always verify current product details before making purchase decisions.