You can now look forward to a retirement that could last 30 years or more. That’s a great thing. But planning for it comes with more challenges than ever before. One of the most common fears for retirees and those planning for retirement is outliving their money. So while you’re thinking about hobbies and travel, you’re also focused on healthcare costs. Volatile markets. Taxes and inflation.
We can help, with products that seek income and growth, fixed indexed annuities designed to provide guaranteed lifetime income1, and life insurance solutions that offer more kinds of risk protection along with the opportunity to build cash value.
We specialize in income strategies for guaranteed income to help you maintain your lifestyle now and in retirement. Contact us to learn more about the tools that can generate a steady stream of retirement income, increase your current savings, or leave a legacy and provide income for your heirs. Be sure to schedule a full discussion with our company about your retirement needs before making any investment decisions.
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1Guarantees are backed by the financial strength and claims paying ability of the issuing company.
Fixed Indexed Annuities are Insurance Contracts and do not directly participate in any stock, bond or equity investments. You are not buying any shares of Stocks, bonds or shares of an index. The Market index value does not include the dividends paid on the underlying market index. These dividends are also not reflected in any indexed interest that may be credited to your contact. Such contracts have substantial variation in terms, costs of guarantees and features and may cap participation or returns in significant ways. Investors are cautioned to carefully review a fixed index annuity for its features, costs, and risk and how the variables are calculated. Any guarantees are backed by the financial strength of the insurance company.
The tax-deferred feature of an annuity should not be a factor in purchasing an annuity in a tax-qualified plan. Tax deferral is provided by the plan and the tax-deferral of the annuity does not provide any additional benefit. Annuities are subject to additional fees and expenses to which other tax-qualified funding vehicles may not be subject. Individuals should only purchase an annuity in a qualified plan when its other benefits, such as lifetime income payments, family protection through death benefits, and/or guaranteed fees meet their current needs.
