Lifetime Income & Retirement Planning

Lifetime Income Benefit Rider

Lifetime Income Benefit Rider

Are you planning on using some of your assets to supplement your income needs in retirement? Get the most return you can without risking your principle! Reduce your tax exposure where ever and whenever you can! A Lifetime Income Strategy utilizing a Fixed Indexed Annuity combined with a powerful Lifetime Income Benefit: A Fixed Indexed Annuity (FIA) gives you the potential to exceed traditional fixed […]

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The Power of a Tax-Deferred Annuity

The Power of a Tax-Deferred Annuity

A tax-deferred annuity is a contract between you and the insurance company with guaranteed interest and guaranteed annuity income options. Advantages of a Tax-Deferred Annuity: Tax Deferral: One of the primary advantages of deferred annuities is the opportunity to accumulate a substantial sum of money by allowing your premium and interest to grow tax-deferred. Unlike taxable investments, you pay no taxes on your annuity interest […]

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Are Insurance Companies Really Safe?

Are Insurance Companies Really Safe?

Recently, we have all witnessed a dramatic change in the attitudes people have about their money. Investors have begun seeking ways to properly eliminate risk and preserve long-term, guaranteed growth. When people seek safety and protection, they often consider utilizing the services and guarantees of America’s insurance industry. For many years, people have considered annuities to be a safe haven for their life savings. The […]

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What is your investment comfort zone?

What is your investment comfort zone?

Think of it this way: Everyone has a comfort zone when it comes to weather. Some people like the hot temperature of the south; some like the cooler, wetter climates in the northwest; still others would rather have a seasonal variety, like you get in the north. It can be similar with your investment comfort zone. There is no single answer that’s right for everyone. […]

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Lifetime Income Benefit Rider

Lifetime Income Benefit Rider

You’ve Done the Work. Now Enioy the Ride. You worked hard. From saving up for your first car to building up your nest egg, you put in the time and the energy to prepare for what may lie ahead. And, now you have earned the opportunity to enjoy your golden years. As you look forward and consider your retirement, you want financial solutions that provide […]

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