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Schwab OneSource Choice Variable Annuity™

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Take charge of your retirement with more investment choices, guaranteed income, and protection for your beneficiaries. Schwab puts it all together in this flexible, low-cost annuity.1

 

Contact an annuity specialist at

866-663-5241.

Key benefits

  • Create a personalized tax-deferred growth strategy.
  • Make adjustments as your needs change.
  • Guaranteed retirement income for life through annuitization or with an optional Guaranteed Lifetime Withdrawal Benefit (GLWB).2
  • Protect money for loved ones, regardless of how the market performs with an optional death benefit.
  • Keep more of your money working, with costs 35-50% lower than average.1

Talk to us about annuities.

Visit a Schwab branch or call 866-663-5241 (option 2).

Find a Schwab Financial Consultant near you.

All annuity guarantees are subject to the terms and conditions of the contract and the financial strength and claims-paying ability of the insurer. Schwab does not provide any insurance guarantees.


Get the flexibility to meet changing needs.

The Schwab OneSource Choice Variable Annuity features a dual-segment design (Investment and Income), giving you the flexibility to shift your focus from investment growth to income protection as you approach retirement.³

  • Allocate between segments as your needs change.³

The Investment Segment offers tax-deferred market growth potential with a choice of over 95 investment options from more than 20 fund companies in the Schwab OneSource® program.

You might put more of your money here if:

  • You are well into your working years but still have 10 or more years until retirement.
  • You are looking for a tax-deferred growth opportunity and you are more comfortable with risk.

The Income Segment continues to offer the potential for moderate investment growth through four investment options. Additionally, a Guaranteed Lifetime Withdrawal Benefit (GLWB) locks in any market gains and provides for a guaranteed base level of retirement income.

You might put more of your money here if:

  • You are nearing or in retirement.
  • You are looking for protection of your income from market volatility.

It’s important to note that the GLWB does not guarantee investment performance, is not a contract value, and is not available for withdrawal like a cash value. The actual Covered Fund(s) value and death benefit will decrease with each withdrawal.


Get more information


Questions? We're ready to help.

Annuity specialists are available to help you meet your goals.

Call

Speak with an annuity specialist

866-663-5241

Brokerage and insurance products: Are not deposits • Are not FDIC-insured • Are not insured by any federal government agency • Are not guaranteed by the bank or any affiliate of the bank • May lose value

Variable annuities are sold by prospectus only. You can request a prospectus by calling 866-663-5241 (option 2) or by visiting schwab.com/annuity. Before purchasing a variable annuity, you should carefully read the prospectus and consider the annuity’s investment objectives and all risks, charges, and expenses associated with the annuity and its investment options.