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There are many paths you can take in retirement. One option that may be a perfect fit… . An Immediate Annuity. An Immediate Annuity. Guaranteed Retirement Income…. FREE from WORRY…. the Immediate Annuity. A great way to get Steady Income
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One option that may be a perfect fit… An Immediate Annuity
An Immediate Annuity Guaranteed Retirement Income… FREE from WORRY…
the Immediate Annuity A great way to get Steady Income You pay a specific amount up front and begin receiving regular paychecks $ $ $ $ $ $ $ It’s kind of like buying a pension
the Immediate Annuity You decide Checks for the rest of your life… An Immediate Annuity or Over a specific amount of time…
the Immediate Annuity You decide How often you want to be paid Monthly Quarterly Annually It depends on how you want to use your money $ $ $ $ $ $
the Immediate Annuity Do you worry about how the stock market might affect your investment? An Immediate Annuity can eliminate that Up or down does not matter... With an immediate annuity, your income is steady Add safety to your portfolio WORRY…
the Immediate Annuity Do you worry about how the stock market might affect your investment? An Immediate Annuity can eliminate that Up or down does not matter... With an immediate annuity, your income is steady Add safety to your portfolio Any money left over passes to your designated beneficiaries if you choose that option.
the Immediate Annuity An immediate annuity makes good sense at tax time as well... When you use funds that are not part of an existing retirement plan, you can receive incomelargely excluded from taxation that is
the Immediate Annuity Inflation protection– you can schedule an annual increase. That way when prices rise, you will be ready. Legacy planning – you can plan distributions to your family.
the Immediate Annuity Freedom… You don’t have to know how much to take out each month. That was decided up front; one time.
the Immediate Annuity Freedom… You don’t have to check out the stock market to see how things are going because it isnot tied to the market.
the Immediate Annuity Freedom… You don’t have to open a bunch of monthly statements. Instead,you receive steady checks just the way you set it up.
the Immediate Annuity Take the next step today… Together, we can structure a successful distribution strategy to meet your personal needs.