Our approach to annuities
Investments are often unpredictable, and this uncertainty can affect how you plan for the future. We can help you mitigate investment risk through annuities, which provide certain unique guarantees.
Secure Your Future with Tax-Deferred Growth
Annuities offer tax-deferred growth, allowing your investments to grow without immediate tax burdens. They are a strategic choice for enhancing your financial security and supporting long-term wealth planning goals.
Tax-Deferred Growth
Earnings from annuities grow tax-deferred as long as they remain within the annuity. Taxes on investment growth are only due upon withdrawal.
Wealth Protection
Certain annuities offer unique protection against market volatility, helping to safeguard and preserve your wealth unlike other investment options.
Investment Flexibility
Annuities offer the flexibility to choose and adjust your investment options or switch to a different annuity without incurring tax consequences.
Annuities are a key component of your wealth plan, offering tax-deferred growth and flexibility to adapt to your changing needs.
Benefits of choosing J.P. Morgan Private Bank for annuities
At J.P. Morgan, you have access to an annuity platform built to help you and your family achieve your wealth planning goals.
Access to the J.P. Morgan Private Bank network
We have access to top carriers, competitive pricing, and diverse annuity products, enabling well-informed investment decisions. Insurance carriers on the JPM platform undergo rigorous due diligence. Once on the platform, their offerings are scrutinized. J.P. Morgan monitors the annuity landscape and trends to provide quality, competitive products.
Holistic planning
The flexibilities annuities provide can apply to several wealth planning goals regardless of your risk tolerance.
Global reach
With more than 60 years of combined experience within the annuities team, you have access to an annuity platform managing $87 billion in assets, designed to assist you and your family in reaching your wealth planning objectives.
Flexibility and customization
We help you build a diversified portfolio for your annuity contract and receive ongoing advice based on our global insights and investment thinking.
Innovation
Our investment and product teams collaborate with select carriers to build cutting-edge products for our annuities platform.
Commonly asked Q&A for annuities
Meet the team
Paul Hewitt
Head of Life Insurance and Annuities, U.S. Private Bank
Lily Mowry
Managing Director, U.S. Wealth Management
Matthew Wells
Vice President, Investment Product Specialist Annuity Specialist,
Matt Parry
Vice President, Investment Product Specialist Annuity Specialist,
J,P. Morgan Chase and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting professionals before engaging in any transaction.
All annuity contract and rider guarantees, or annuity payout rates, are backed by the claims-paying ability of the issuing insurance company.
