there are many paths you can take in retirement
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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 - PowerPoint PPT PresentationTRANSCRIPT
There are many paths you can take in retirement.
One option that may be a perfect fit…
An Immediate Annuity
An Immediate AnnuityGuaranteed Retirement Income…
FREE from WORRY…
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
$
$ $ $ $$ $
the Immediate Annuity
An Immediate Annuityor
Over a specific amount of time…
Checks for the rest of your life…
You decide
the Immediate Annuity
How often you want to be paid
Monthly
Quarterly
Annually
It depends on how you want to use your money
You decide
$ $ $ $$ $
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 income largely 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
You don’t have to check out the stock market to see how things are going because it is not tied to the market.
Freedom…
the Immediate Annuity
You don’t have to open a bunch of monthly statements. Instead, you receive steady checks just the way you set it up.
Freedom…
the Immediate Annuity
Together, we can structure a successful distribution strategy to meet your personal needs.
Take the next step today…
the Immediate Annuity