Tax-deferred fixed annuity demand is predicted to increase dramatically with the aging population of the baby boomers.  In fact, sales are expected to rise to $124 billion by 2008. For most community banks finding the right tax-deferred fixed annuity products that provide a competitive interest rate, outstanding industry safety ratings and high fee income potential is difficult.  To help, WBA staff has researched the insurance industry to find the right products, including marketing, sales and training support for your bank.

WBA’s Tax-Deferred Fixed Annuity Program is an opportunity for all Wisconsin banks.

For more information on the WBA Tax-Deferred Fixed Annuity Program, please contact WBA’s Joe Schwartz, WBA’s director of member relations at 608/441-1220.