Annuities
Most people dream about having a secure and comfortable retirement. And now because we’re living longer, healthier lives, we can expect to spend more time in retirement than our parents and grandparents. Achieving the dream of a secure, comfortable retirement is much easier when you plan your finances. An Annuity can provide a flexible long-term solution that offers several choices to fit your ultimate retirement planning goals. Annuities offer Features, Benefits and Advantages other options simply cannot offer.
Why Consider an Annuity?
- Safe and Secure Principal Protection – Guaranteed by Highly Rated Insurance Companies and regulated by the State Department of Insurance.
- Tax Deferred Growth – Until withdrawn
- Guaranteed Growth – Fixed Annuities
- Stock Market Linked Growth – Fixed Indexed Annuities
- No Loss of Principal or Gains with market downturns – Fixed Indexed Annuities
- Income You Cannot Outlive – Guaranteed in the Contract (Personal Pension)
- Full Transfer upon Death – To the Named Beneficiary
Retirement planning causes a major shift in the financial priorities of most people from Wealth Accumulation to Wealth Preservation. Annuities preserve principal, can guarantee income and also have guaranteed growth.
There are many different types of Annuities, and one size does not fit all. A person should consult a professional before making an important decision such as the purchase of an Annuity.
Annuities are contracts between you and an insurance company and must be held until the end of the surrender period.
This material has been prepared for informational purposes only. It is not intended to provide and should not be relied upon for accounting, legal, tax or investment advice.
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