An annuity is simply a contract with a financial institution or an insurance company that provides you a guaranteed minimum return on your investment.
Retirement advisors all agree - annuities should be part of a balanced portfolio.
So, why are annuities overlooked so often?
You’re covered no matter what
If you’re between the ages of 40 and 801, regardless of your health, you will not be turned down. You can receive up to $25,000 in financial protection with no medical exam.
Rates designed around you
Your health can positively affect your premium — the better your health, the better
your rates.
Value that grows
Depending on your plan, it may build cash value over time that is tax deferred, and you
can borrow against it.
Leave something behind
If you’ve heard the average loved one leaves their family with $62,000 of debt when they pass, you know you can’t rely on Social Security’s lump sum $255 payments to cover your final expenses. A GWIC policy can help relieve your loved ones’ financial burdens and give you peace of mind knowing your family will be taken care of when you’re gone.
Make your appointment today. Click the link below.
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Medigap is Medicare Supplement Insurance that helps fill "gaps" in
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Life insurance provides financial protection for your family in the event of your passing. Your beneficiaries will receive money to use as they see fit, ensuring security in a difficult time.
Life insurance options at a glance:
Affordable coverage to meet your temporary needs. You'll receive a guaranteed death benefit for the term you choose, and your payments are guaranteed to remain level for the length of the term.
Gives you level premiums, strong guarantees, and valuable protection. It can also build cash value, which you can access through loans.
With a Single Premium Deferred Annuity (SPDA) or Fixed Indexed Annuity (FIA), you make just one lump-sum premium payment in exchange for a guaranteed stream of income for your retirement years.
Make your appointment today. Click the link below.
Why are Annuities overlooked?
Most people's eyes glaze over when you mention the word "annuities." They don't have the sex appeal of a technology stock. But, they don't have the risks either.
When the various types of annuities are explained, it just gets worse!
