Retirement Planning
Safe retirement strategies, wealth preservation and estate planning strategies. Let us help you get the retirement you’ve always dreamed of.
Safe retirement strategies, wealth preservation and estate planning strategies. Let us help you get the retirement you’ve always dreamed of.
We specialize in safe, but competitive annuities
Annuity and Retirement Plans
Why an annuity?
Many people have found that doing so has made their future more financially secure. Here is why:
Tax Deferred Growth – interest credited to your annuity account is NOT TAXED during the accumulation period by current federal income tax, which represents a significant value to those seeking growth of the nest egg.
Guaranteed Rate Of Interest – an annuity can give you PEACE OF MIND in that it grows safely while protecting your initial investment. For your protection, you will earn a minimum guaranteed rate of interest throughout the lifetime of your contract.
Competitive Interest Rate – while your contract will never earn less than the guaranteed minimum interest rate, an annuity is credited with a CURRENT DECLARED interest at an effective annual yield equal to OR BETTER than many traditional retirement savings vehicles.
Access to Interest – while an annuity is designed to be a long term contract, you may withdraw interest earned AT ANY TIME with no penalty in most cases.
Access to Principle – you may withdraw up to 10% of the principle after the first contract year in most cases.
Is your money working for you? If you would like to get an annuity quote simply complete and submit the appropriate form.