Limited Offer this month - Free 30 Minute Consultation
Upcoming live webinar! understanding annuities & their role in retirement
Tuesday, June 3rd 4:00p.m. est
You've worked too hard to risk it all - protect your future
Dear Retiree, Enough Guessing Already!
Learn how thousands of Americans 55+ are turning their retirement savings into guaranteed income for life - no stock market rollercoaster required
Do you constantly worry about running out of your savings?
I get it. People are living longer than ever, but savings aren't keeping pace. Annuities provide income for life, NO MATTER HOW LONG YOU LIVE!
Do you think the Market is filled with Volatility and Uncertainty?
Market crashes (like 2008 or 2020) can wipe out years of retirement savings overnight. There are so many annuities that protect your principal and still offer growth with ZERO EXPOSURE TO MARKET LOSSES!
Let's face it, this can be overwhelming and give you Financial Anxiety
I'm sure you've noticed, but if not, our hair turns grey fast enough. We don't need to give it any help! Annuities offer set-it-and-forget-it simplicity with clear, guaranteed outcomes. It's time to reduce your stress!
Is an Annuity Good or Bad?
It depends, but here's a better question! What one job is an Annuity best suited for? INCOME!
The Reality of Guaranteed Lifetime Income Annuities
Stable. Predictable. Contractually Guaranteed. Safe from a Down Economy
go from Paychecks to Playchecks! *
Lets face it, the Market is Unpredictable
Most of us don't have the luxury of pensions of the past. We HAVE to create our own Playcheck from our 401(k), IRA's etc. Annuities turn savings into a STEADY MONTHLY "retirement playcheck" - just like a pension or Social Security!
Aren't we all concerned about rising Healthcare Costs & Long Term Care Costs?
It's got to be in the back of your mind, just like it is in mine - that an unexpected medical expense can derail our retirement plans. There are annuities that include optional long-term care riders or allow your money to be accessed penalty-free for qualifying needs.
But, I like CD's - they're FDIC Insured
Ok, but then you're stuck with the fluctuations of interest rates. If rates come down, so does your income, and because the rates are lower than annuities you have to tie up way too much principal for a low rate of return.
MY CPA says I should get some of those Tax-Free Muni's
Well, you need to understand the payout rates of annuities vs those Muni's. It's not even close.
My broker Suggested some High Dividend Paying Stocks
Oh, did your broker tell you those are guaranteed for life? Does your broker know that the payout rates on annuities increase as you age? Do CD's, Muni's or Dividend Stocks do that? NO OTHER FINANCIAL PRODUCT DOES THIS.
* thanks to Tom Hegna for the phrase, "Paychecks to Playchecks"