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BancMutual Financial & Insurance Services
     - Insurance Products / Annuities -


All insurance products are offered to residents of Wisconsin and Minnesota.

Since 1910, Bank Mutual through its subsidiary, BancMutual Financial & Insurance Services has been providing quality insurance products at competitive prices.  BancMutual Financial & Insurance Services is staffed by experienced insurance professionals who use their experience to select products to meet your individual needs.

Insurance products are offered by
BancMutual Financial & Insurance Services, a wholly owned subsidiary of Bank Mutual.  The products:

  • are not deposits or obligations of, or guaranteed by Bank Mutual or any affiliates
  • are not insured or guaranteed by the Federal Deposit Insurance Corporation (FDIC) or any federal government agency
  • involve investment risk, including the possible loss of principal invested

Tax-Deferred Fixed Annuities

Tax-Deferred Fixed Annuities are great tools to help you save for retirement.  They offer the advantage of building long-term income by allowing contributions, which grow tax deferred.  In addition, annuities can offer unique benefits - whether an annuity is right for you depends upon your current financial situation and future plans.  

A fixed annuity is a conservative financial product that offers important tax advantages.  When you are looking to place money beyond the reach of market volatility, a fixed annuity should be used for money that you don't need immediately - and that you want to protect.

Tax-deferred Compounding an Important Advantage

Earnings from annuities are allowed to increase without being diluted by taxes.  Taxes are not paid until you begin to take distributions from your annuity - which is usually during retirement - when you may be taxed at a lower rate.  The benefit?  Tax-deferral allows your annuity to grow much faster.

A representative from BancMutual Financial & Insurance Services can help you decide which annuity option best suits your needs.

Contact
BancMutual Financial & Insurance Services at 1-800-242-9090 for more details or to make an appointment.


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