Kaufer Financial has a number of resources to help you make the best financial plan for your situation.
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There is a surrender charge imposed generally during the first 5 to 7 years that an investor owns a Variable Annuity contract. Withdrawals prior to age 59 ½ may result in a 10% IRS tax penalty, in addition to any ordinary income tax. The guarantee of the annuity is backed by the financial strength of the underlying insurance company. Investment sub-account value will fluctuate with changes to market conditions.
Investors should consider the investment objectives, risks and charges and expenses of the fund carefully before investing. Investing in mutual funds is subject to risk and potential loss of principal. There is no assurance or certainty that any investment or strategy will be successful in meeting its objectives. The prospectus contains this and other information about the funds. Contact Adam Kaufer at 2138 Saint Albans Street, Philadelphia, Pennsylvania 19146 or call us at 215.515.3953 or contact the fund directly to obtain a prospectus, which should be read carefully before investing or sending money.