Annuities and Retirement
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Why leave all your retirement planning with your employer? The news is filled with announcements of company mergers, acquisitions and bankruptcies. Each of these situations can change the rules governing your retirement, and can even eliminate some or all of it. We have helped numerous clients set up their own private retirement plan that is safe, pays a very competitive rate of return, grows your money tax-deferred and provides a retirement income which you cannot outlive. How much safer can you get while growing your money tax-deferred? What other kind of vehicle will pay an instant return upon your death, even if you haven't had enough time for your money to accumulate?
We offer some of the most unique annuity products in the industry, whether you want an equity indexed annuity based on the growth of the S&P 500 index (without the risk of loss), you can be sure there is an annuity product that will match your tolerance for risk. So if you have a CD at some bank earning only a minimal interest, or have a 401K that needs to be rolled over into a safe vehicle that will continue to grow with no risk of loss, talk to one of our financial services professionals to examine your options. Find out about this fantastic program that thousands of folks are taking with annuites that are offer a 5 to 10 percent bonus just transferring in a new account
This is perfect for
401k Roll-over from a former employee
CD
"Mattress" Money
Current Low Returning or Risky Stock Market Investment