Retirement Protection - Indexed Annuity

With the future of Social Security in question and company pensions quickly becoming a thing of the past, retirement is no longer as certain as it once was. An annuity is a secure investment that can guarantee income for your retirement.


Why is an Annuity so important? Retirement planning can be a bumpy road. Without the right investment vehicle, you may outlive your savings or suffer a lower quality of life to make ends meet. The government doesn’t make it easy, either. Taxes, Medicaid, estate planning, and a variety of other factors add to the uncertainty, putting your financial security in question.

Retirement is your opportunity to live your dreams. Don’t spend it on a modest income or, even worse, burdening your family financially. With an annuity, you can guarantee income for the rest of your life, so you can enjoy your golden years without worrying about the finances.

If you’re planning for retirement, you can obtain a free annuity quote.

ANNUITY EXCHANGE (Rollover)

Investing for the future is not a one-step process. If you aren’t reevaluating your investments from time to time, you might be losing out. An annuity exchange allows you to shift your existing annuity product into a better offering.

Why is an Annuity Exchange so important?

Many older annuities leave a lot to be desired. They can be confusing, complicated, or difficult to manage. Worse still, they may incur high management fees or limit your investment options, essentially undercutting your return. With thousands of potential retirement dollars on the line, are you sure you’re getting the most out of your annuity?

An annuity exchange gives you the power of choice. See an annuity product that you like better? You can roll your existing annuity into a new one to get the better deal. Managing multiple retirement assets? You can consolidate them into one for ease of management and superior returns. By trading up to a better annuity, you’re trading up to a better retirement.

TAX DEFERRED ANNUITY

401(k)s and IRAs are great for avoiding high taxes while saving for retirement, but there are limits on how much you can save. A tax-deferred annuity gives you another way to save that doesn't have these contribution limits, allowing you to save more and live better throughout your golden years.

Why is a Tax-Deferred Annuity so important? Taxes can be a real drain, especially if you're in a higher tax bracket. Like it or not, that's money you'll never see again. Unfortunately, sponsored retirement savings plans have built-in restrictions, which can keep you from reaching your retirement income goals.

A tax-deferred annuity is the perfect compliment to existing retirement savings. You can defer more for later with fewer restrictions, all the while avoiding high taxes just as effectively as a 401(k). Instead of living within your means, you can look forward to retiring with confidence and security.