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Safe Money Investments
 ANNUITIES
These are long-term interest paying contracts offered through an
insurance company. The uncertainty and volatility experienced through
other investments like mutual funds and stocks, has been removed and
replaced with minimum GUARANTEES that could last for 10 years,
GUARANTEED! Shorter time limits are also available.
More fixed annuity advantages:
GUARANTEED LIFETIME INCOME
While life insurance protects your family if you die too soon,
annuities protect you from living too long. |
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AVOIDANCE OF PROBATE
At death, the value of an annuity will pass directly to your
named beneficiary, avoiding the delay, publicity, and expense of
probate. |
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PRINCIPAL IS NOT REDUCED BY SALES
COMMISSIONS
100% of your money is immediately working for you, tax deferred. |
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REDUCE TAXES ON
SOCIAL SECURITY BENEFITS |
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LIQUIDITY
Partial withdrawals are available without company-imposed
penalties. |
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COMPETITIVE
RATES |
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TAX ADVANTAGES
Whether you purchase a qualified (IRA Roth, 401K, etc.) or
non-qualified annuity, all annuities grow tax deferred. |
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SAFETY
The insurance industry is one of the most regulated industries
in the country, with rules governing everything from company
investing to reserve requirements. |
! If you
didn’t own stocks during the great bull market of the 1990s,
you probably wished you did!
!
If you did own stocks during the bear market of the last few years,
you probably wished you didn’t!
! Wouldn’t it be great to enjoy
high returns when the market is up,
but guarantees of no loss when the market is down?
!
Such a financial vehicle now exists in the form of an
EQUITY INDEX ANNUITY!
Leave your name and phone number on
the contact us page, and we will gladly
get you the information that will help you make an informed decision
as to which plan is best for you.
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