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I am at or nearing retirement. What are my lump sum distribution options?

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Insurance Products, Investments & Annuities: Not A Deposit | Not Guaranteed By The Bank Or Its Affiliates | Not FDIC Insured | Not Insured By Any Federal Government Agency | May Go Down In Value

Banking Products and Services provided by First Tennessee Bank National Association (operating as First Tennessee Bank and Capital Bank) (“FTB”). Member FDIC. Equal Housing Lender. Equal Housing Lender   Member FDIC

Insurance Products and Annuities: May be purchased from any agent or company, and the customer’s choice will not affect current or future credit decisions.

FTB Advisors is the trade name for wealth management products and services provided by FTB and its affiliates. Financial planning and trust services provided by FTB.

Investment management services, investments and annuities available through FTB Advisors, Inc., member FINRA, SIPC, and a subsidiary of FTB. Arkansas Insurance License #416584.

Insurance products available through FTB Advisors Insurance Services, Inc. (”FTBIS”), a subsidiary of FTB. Arkansas Insurance License #247414. In some states, insurance products and annuities are provided by First Horizon Insurance Services, Inc. (“FHIS”), a Tennessee corporation, and a subsidiary of FTB. The principal place of business of FHIS is 165 Madison Ave., Memphis, TN 38103. California Insurance License #OD12174.

FTBIS, FTB Advisors, Inc., FHIS, and their agents may transact insurance business or offer annuities only in states where they are licensed or where they are exempted or excluded from state insurance licensing requirements.

The contents of this website are for informational purposes only. Nothing on this website should be considered investment advice; or, a recommendation or offer to buy or sell a security or other financial product or to adopt any investment strategy.

FTB Advisors does not offer tax or legal advice. You should consult your personal tax and/or legal advisor concerning your individual situation.

First Tennessee Bank National Association operating as First Tennessee Bank and Capital Bank.