Investments
    Retirement
    Asset Protection
Annuities
The ideal investment for all those with financial capability and who can make periodic contributions.
What do you want?
  • Secure my financial future or pay my children’s education.
How does it work?
  • Annuities are long term investment vehicles
  • The product is available to persons 21 or older and residents of Puerto Rico
  • It may be opened with a minimum amount of $10,000
  • Additional contributions of a minimum of $100 can be made
  • Portfolios are managed by Morningstar.
Benefits
  • Differed payment – you postpone paying contributions for a future date
  • Protection against third party claims
  • Up to a 15% can be withdrawn during the first 9 years without penalties. After that, it’s 100% free of penalties.
How to apply
Disclosures

Fixed annuities are offered by Oriental Financial Services, Corp. Member FINRA/SIPC. Variable annuities are offered by Oriental Insurance, Inc. Both Oriental Insurance, Inc. and Oriental Financial Services, Corp. are subsidiaries of Oriental Financial Group, Inc. The FDIC does not insure investment products; they are neither deposits nor obligations of Oriental Bank and Trust and are not guaranteed by Oriental. They are subjected to investment risks, including the possibility of losing the capital invested. This information is not an offer to sell nor a request for offers to purchase securities. The offer is only made through the Prospectus. Ask for a Prospectus and read it carefully before investing. Past results are not a guarantee of future return.

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