statetrust investments - flexible fixed annuities retirement plan

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Page 1: StateTrust Investments - Flexible Fixed Annuities Retirement Plan

By StateTrust Investments

Page 2: StateTrust Investments - Flexible Fixed Annuities Retirement Plan

Based in Miami, StateTrust Investments provides clients with high net worth an internationally networked approach to managing assets. StateTrust Investments offers a number of dedicated retirement solutions through investment portfolios tailored for specific client needs. For its international clients, the affiliate StateTrust Life and Annuities offers various fixed plan alternatives, including a fixed annuities retirement plan. With this option, participants receive predefined retirement income payments throughout the lifetime of the plans.

Page 3: StateTrust Investments - Flexible Fixed Annuities Retirement Plan

A distinct benefit of this approach is that market trends and interest rate changes do not affect the amount received. In addition, in the event of the policyholder’s death, payments to beneficiaries commence immediately upon the scheduled retirement date. Flexibility built into the fixed annuities plan allows participants to decide exactly how long to make contributions and the time span for payments.

Page 4: StateTrust Investments - Flexible Fixed Annuities Retirement Plan

Contributions can begin as early as 30 years prior to retirement or as late as one year before the date. StateTrust clients also receive personalized consultations with international advisors and comprehensive analysis that enables them to make optimal decisions as they move toward retirement. These products are only available to international (Non US) clients.