Capital Choice Financial Group


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602-999-1867
111 Center Park Drive Ste 205
Knoxville, Tennessee 37922

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Annuities & Mutual Funds

Both annuities and mutual funds are types of products that allow you to spread your savings across different investment mediums (i.e., stocks, bonds, etc.). The biggest difference between the two is that annuities are often considered a less-risky option—because there is a guarantee* on the money you invest.

There are two main types of annuities: variable and fixed—and we offer both. The rate of return for variable annuities is based on the performance of underlying investment sub-accounts that you choose based on your preferred level of risk and investment objectives. The rate of return for fixed annuities is based on a guarantee that gains will not drop below a certain percentage of the invested amount.

Like annuities, mutual funds pool money from individual and institutional investors and then use that money to invest in a selection of investment mediums. There are no guarantees on mutual funds, so the value of your funds relies completely on the performance of the mediums.

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Capital Choice Financial Group
Scott Marion, RFAŽ
111 Center Park Drive Suite 205
Knoxville, Tennessee 37922
602-999-1867