Saving Options

Coastal has investment options that can help you keep up with inflation and still guarantee your principal.

Market-Linked Certificate of Deposit
Issued by a bank that guarantees your principal. The rate of return is determined by the performance of a stock market index. If you withdraw your money early, you get the value of the index.

Minimum: $5,000
Term: 5 years or more
Return: Talk to an advisor for more information.

Loss of principal could result if market-linked CD is sold or redeemed prior to maturity. If sold or redeemed prior to maturity, investor may receive more or less than the original investment. To ensure receiving 100% principal protection, investor must hold the investment to maturity.

Fixed Annuity**
Issued by an insurance company that guarantees a specified rate of return* over the period of the annuity. The earnings are tax deferred, your principal is guaranteed but if you withdraw money early a penalty could apply.

Minimum: $10,000
Term: 2-10 years
Return: *Talk to an advisor for more information.

**Insurance products are guaranteed upon the full faith, credit, and claims paying ability of the issuing insurance company. Annuity contracts contain exclusions, limitations, reductions of benefits and terms for keeping them in force. Your licensed Financial Professional can provide you costs and complete details.

Fixed Indexed Annuity**
Issued by an insurance company that guarantees your principal. The rate of return* is determined by the performance of a stock market index but is capped each year and is tax deferred.

Minimum: $10,000
Term: 5 years or more
Return: *Talk to an advisor for more information.

**Insurance products are guaranteed upon the full faith, credit, and claims paying ability of the issuing insurance company. Annuity contracts contain exclusions, limitations, reductions of benefits and terms for keeping them in force. Your licensed Financial Professional can provide you costs and complete details.