Archived App
This is an archived listing of the app previously available on the App Store.
This app helps you save money and earn interest for retirement. Track rates, apply for fixed annuities, and manage your finances easily from your phone. It offers guaranteed interest rates for 4 or 6 years with a low minimum premium.
1.86.26
July 1, 2021
Bug fixes and other great changes.
Simple Annuity is a mobile application designed to help users save money and earn interest for retirement through fixed annuities. It allows for easy tracking of interest rates and a streamlined application process.
The app provides access to competitive fixed annuity rates for retirement savings. Users can track interest rates, apply for a fixed annuity with guaranteed rates for 4 or 6 years, and manage their savings directly from their mobile device.
To start saving with a fixed annuity through Simple Annuity, a minimum premium payment of $5,000 is required. The application process itself is designed to be quick and easy, taking 10 minutes or less.
Simple Annuity is available for iPhone, iPad, and iPod devices. It is designed for iOS users looking for a convenient way to manage their retirement savings.
Key benefits include attractive and competitive fixed annuity rates, a low minimum premium to start, and an easy, mobile-first purchase process. The app also offers support from licensed representatives.
Annuities are long-term products and are not FDIC or NCUAA insured. Early withdrawals may be subject to surrender charges, and withdrawals are subject to ordinary income tax. A 10% IRS penalty may apply if taken before age 59½.
Simple Annuity is not available in California, Massachusetts, Maine, Minnesota, or New York. Guarantees are based on the claims-paying ability of Nassau Life and Annuity Company.
The latest version of Simple Annuity is 1.86.26, which was last updated on July 1, 2021. This indicates a moderate update frequency for the application.
