Annuities are a great way to supplement your retirement income, compared to using your IRA & 401(k). Using annuities as a retirement supplement is allowing millions of Americans to sleep better at night without worrying the market volatility and running out of money.
Why a Fixed Index Annuity Should be in Your Financial Portfolio
A financial planner's job is to help you solve financial problems, and help you prepare your estate to be past down to your beneficiaries A financial planner will coach you toward long-term financial goals and provide you with applicable advice on how to reach your goals such as establishing a budget, eliminating your debt, help you understand tax loopholes, how to protect your assets, start a profitable business, build a real estate portfolio, how to diversify your portfolio, and how much to save for an enjoyable and comfortable retirement.
A fixed annuity is a type of annuity contract that allows for the accumulation of capital on a tax-deferred basis. In exchange for a lump sum of capital, a life insurance company credits the annuity account with a guaranteed fixed rate of interest while guaranteeing the principle investment.
Fixed Index Annuities
A fixed index annuity is a type of annuity that grows at a greater of a) an annual, guaranteed minimum rate of return; or b) the return from a specified stock market index (such as the S&P 500 (R), reduced by a certain expenses and formulas.
Ideal Insurance & Annuity Customers Include: Families, Business Owners, Doctors, Lawyers, Authors, Public Speakers, Entertainers, Uber/Lyft Drivers. Network Marketers, Realtors, Real Estate Investors, AirBnB, Insurance Agents, Professional Athletes, and a host of other entrepreneurs.
Informational statements regarding insurance coverage are for general description purposes only. These statements do not amend, modify or supplement any insurance policy. Consult the actual policy or your agent for details regarding terms, conditions, coverage, exclusions, products, services and programs which may be available to you. Your eligibility for particular products and services is subject to the final determination of underwriting qualifications and acceptance by the insurance underwriting company providing such products or services