Essential Fixed Annuity Strategy for Retirement Now

Direct answer

Yes, you can initiate a fixed annuity contract at any time of the year, including September, provided you meet the specific age and eligibility requirements set by the issuing insurance carrier.

Standard individual annuity contract issuance guidelines provided by life insurance company underwriting manuals. For additional information about how annuity contracts function, see the U.S. Securities and Exchange Commission’s guidance on annuity basics.


What this means for you

Yes, you can initiate a fixed annuity contract at any time of the year, including September, provided you meet the specific age and eligibility requirements set by the issuing insurance carrier.

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