Immediate Annuity

Immediate Annuity

by Richard C. Wilson & Family Offices Group Association Team

Family Office Definition: Immediate Annuity

Immediate Annuity definition:  An immediate annuity begins paying an account holder immediately.  A lump sum amount is invested and immediately converted to an annuity in a distibution phase.

Download our free Family Office Report to learn more about the family office industry.

Read more Family Office Definitions

Tags: What is immediate annuity?, immediate annuity definition, immediate annuity family office, immediate annuity term, define immediate annuity, immediate annuity wealth management, immediate annuity multi-family office, immediate annuity single family office

Leave Your Response

* Name, Email, Comment are Required

We run the Family Offices Group, the #1 largest family office association with 84,000+ global members. We offer live events, a bestselling book, Webinars, a family office database, and a family office training & certificate program called the Qualified Family Office Professional (QFOP). To get to know us please watch this 2 minute video, and contact us any time during pacific business hours by calling (212) 729-5067 or emailing us at

Free Family Office Report (PDF)

Contact Details for 1,000 Family Offices in Excel