hOW TO cREATE AN INcOmE YOU cAN NEvER OUTlIvEThis scares most people, but it shouldn’t. Not with us.
FInDIng the AnsWeR: AnnUItIesWe’ll put your money where it can provide you with secure, steady
income for as long as you need. We’ll ensure that your income will sur-
vive whatever happens in the market. We’ll place some of your retire-
ment principal in annuities. There are a few different kinds that we’ll go
through in detail.
If you have become uncomfortable weathering the ups-and-downs of
the stock market, and who isn’t, then we are your people. We are the
ones you should work with.
With Fixed Index Annuities, you get what you ask for – peace of mind
that you will never experience a market loss. If you’re already familiar
with savings accounts and CDs and their purpose, then you can begin
to understand a fixed index annuity. They are taxed deferred savings
vehicles that provide safety of principal and a potentially higher interest
rate that is linked to the performance of a stock market index.
By linking the interest to a stock market index, there’s always the oppor-
tunity for growth. We get some of that growth, and in return we never
lose anything when the market takes a dive.
Many people suffer from sleepless nights. In fact, for much of their
working lives, people worry about money in that classic way. They lie
in bed and stare at the ceiling when they should be dreaming peacefully.
When they enter retirement, those sleepless nights often become more
frequent. People realize that money won’t flow in as it did when they
worked full time, and suddenly they’re afraid to spend a dime.
That’s not how it should be.
enJoYIng gRoWth, AvoIDIng loss:
hYBRID AnnUItIes AnD YoUR WeAlthWe hold seminars regularly that teach members of our community
how to handle their money. We meet many future clients this way. One
couple in particular, Bob and Mary, came to us after spending most of
their lives risking their money in volatile markets. They wanted a secure
place to keep their savings as they entered retirement.