Annuities
Protect and Increase Your Assets!
Good for Retirement and Saving Investments
What is an Annuity?
Usually the term “annuity” relates to a contract between you and a life insurance company, This increasingly popular financial product represents a safe, secure, flexible, tax-advantaged investment vehicle for many. Annuities allow you to accumulate tax-deferred funds for retirement and then, if you desire, receive a guaranteed income (this process is called Annuitization) payable for life or for a specified period of time: generally a term of five or ten years. An annuity can be a Qualified Plan like an IRA or a Non-Qualifying Plan like a savings but both will grow Tax Deferred. A Qualified Plan can accept transfers, rollovers or your can start a new IRA plan. The Non-Qualifying Plan can be started with monies from any where, for an example an inheritance, winnings, CD's etc. Usually there is no limit of how much money can go into a Non-Qualifying Annuity.
Most Financial Analysts would agree that Retirement Investments are a long term investment and when it is time to use for retirement an income is the main reason for them. Most investors also agree with the above but there are reasons that an investor might want to get to their investment sooner and some of the reasons are as follows:
We have an annuity for every situation
Free Annuity Quote
License Number: 0B53336
Protect and Increase Your Assets!
Good for Retirement and Saving Investments
What is an Annuity?
Usually the term “annuity” relates to a contract between you and a life insurance company, This increasingly popular financial product represents a safe, secure, flexible, tax-advantaged investment vehicle for many. Annuities allow you to accumulate tax-deferred funds for retirement and then, if you desire, receive a guaranteed income (this process is called Annuitization) payable for life or for a specified period of time: generally a term of five or ten years. An annuity can be a Qualified Plan like an IRA or a Non-Qualifying Plan like a savings but both will grow Tax Deferred. A Qualified Plan can accept transfers, rollovers or your can start a new IRA plan. The Non-Qualifying Plan can be started with monies from any where, for an example an inheritance, winnings, CD's etc. Usually there is no limit of how much money can go into a Non-Qualifying Annuity.
Most Financial Analysts would agree that Retirement Investments are a long term investment and when it is time to use for retirement an income is the main reason for them. Most investors also agree with the above but there are reasons that an investor might want to get to their investment sooner and some of the reasons are as follows:
- Investor may be in their twenties or early thirties and they have time to move their investments around to try and get a better return.
- The investor just wants the option to take a lump sum no matter what their age is.
- They want more guarantees on their principle with the potential of high growth.
- They want some bonus on their investment to go with another company etc.
- Annuity 1: Income annuity is designed for an Income when you are ready to retire. It is a long term plan that will give you the option of an income that you can not out live. It guarantees your principle and will give you an immediate 10% bonus on all new monies for the first five years. During each year, you may have the potential of high returns and again, as your principle grows, it is guaranteed. There are many more benefits in going with this annuity.
- Annuity 2: 10 year walk away annuity will give you most of the options above, but the immediate bonus is 5% but you can walk away with your full value in 10 years.
- Annuity 3: 5 and 7 year walk away annuities will give you most of the options above, there is NO Bonus but you can walk away with your full value in 5 or 7 years.
- Annuity 4: Immediate Income Annuity for Lump Sums and Income Now.
We have an annuity for every situation
Free Annuity Quote
License Number: 0B53336
To the right is one of our most popular annuities and the brochure. Click on the PDF to open and save it to a file. Read careful to understand the benefits of this annuity. Then contact me for an appointment to learn more. Make sure to hit the back button to go back to my site.
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