As you work toward your retirement goals, you might wonder if you are doing all you can to ensure the type of retirement you want. Annuities may be a valuable addition to your plan because they offer the opportunity for tax-deferred growth. Annuities also offer various features that can help protect your assets, and you can contribute as much as you want, free of IRS contribution limits.
If you answer YES to any of the questions below, an annuity may be just what your looking for.
Tired of low rates on CD’s or savings accounts?
Tired of or worried about losing money in mutual funds or stocks?
Would you like to take control of when you pay taxes?
Types of Annuities
Fixed Annuities
Provide steady growth and guaranteed rates of return. They’re the perfect choice for individuals looking for the safety of a more conservative retirement vehicle.
Equity Indexed Fixed Annuities
Ensure you have the GROWTH POTENTIAL you want with the GUARANTEED PROTECTION you need. They allow you to participate in the S&P 500 index linked gains without the downside risk associated with the market. Some index annuities will lock in any gains each year and you’ll never lose them even in a down year.
Single-Premium Immediate Annuities
Can generate a steady stream of income suited to your cash flow needs. If you are already retired, you can enjoy the security of knowing your payments won’t fluctuate with market volatility.
We understand that clients have diverse needs. Our strength lies in our ability to consistently provide custom solutions and project management to help guide businesses to make smart insurance decisions. Get covered in just four easy steps!
We understand that clients have diverse needs. Our strength lies in our ability to consistently provide custom solutions and project management to help guide businesses to make smart insurance decisions. Get covered in just four easy steps!