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PICK UP WHERE SOCIAL SECURITY LEAVES OFF

Did you know that among the tools that is being promoted as trying to give Americans a better shot at a more secure retirement are Fixed Index Annuities. At its simplest, an annuity is something you buy with a sum of money in exchange for a monthly check for the rest of your life. “If the biggest risk in retirement is running out of money, an annuity can help guarantee that you won’t. In effect, it allows you to buy the pension that your employer has probably stopped offering, and it can help pick up where Social Security leaves off.”

HAVING YOUR CAKE AND EATING IT TOO!

I thought you might be interested in this week’s article because it mentioned a goal that I have been hearing more and more people mention in recent weeks. The author asks if you are seeking “a guaranteed minimum rate of return that never varies regardless of market swings”, and if you are also interested in a product “where the insurance company assumes the risk”. Call us if this interests you and we’ll answer any questions you might have.We’re always here to help!

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UNDERSTANDING

When making decisions about retirement, whether it be when we will take it, or how we will fund it, sometimes all it takes is a better understanding of what the options are. That’s why this week I thought to share with you what I thought to be a comprehensive but very simply written publication on understanding what a Fixed Index Annuity really is all about. Take a look and let me know if you think this kind of product can help you feel better about your retirement solutions. We’re always here to help.

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RETIREMENT PLANNING WORKSHEET

This week I thought to share with you “a worksheet as a resource to help plan for your retirement by reviewing your income needs. Fill in the blanks to see what you have currently saved, where your savings may fall short, and to see if fixed indexed annuities fit into your retirement plan.” Call us if you have any questions, we’re always here to help you feel better about our retirement planning.

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INSECURE

I was taking a look at a 2017 survey that was called “America is Incredibly Savings Insecure” wondering if much has changed in 2018. “Nearly 90% of Americans are not very confident in their overall retirement savings situation.” Perhaps you are amongst them. If that is the case, call us. We have information about a product that has been known to provide an income you can’t outlive. That kind of product may help you become more confident in your retirement planning. Let us know if you’d like to learn more about it. We’re always here to help.

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ANNUITIES

This week’s article tells us that “Annuities play an important role in retirement planning by helping individuals guard against outliving their assets.” One of the most stressful aspects of planning for your retirement can be trying to make sure that you have enough income to fund your expenses, along with leaving enough to pay for some fun times. Annuities may help you do that. Call us, we’re always here to help and may have some options you have not thought of.

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IMPORTANT ROLE

This week I thought to share with you an article that references the important role Annuities play in retirement planning by helping individuals guard against outliving their assets. “In the most general sense, an annuity is an agreement for an entity (generally a life insurance company) to pay another entity a series of payments”, and a Government Accountability Office (GAO) report highlights the role annuities can play in helping people secure enough income during retirement. Let us know if you have any questions. We’re always here to help.

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VIDEOS SAY A LOT

“We all want a retirement plan that is ready for anything.” This thought often comes to mind and because fixed indexed annuities are a retirement savings vehicle that can help round out your financial portfolio, I thought to share with you four quick videos for a complete overview. Call us if you have any questions, we’re always here to help.

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ENSURING INCOME

A few years ago the Government Accountability Office (GAO) issued a report that highlighted the role annuities can play in helping people secure enough income during retirement. The report, which I thought to share with you this week, references the fact that ensuring income throughout retirement requires difficult choices. Call us if you would like to know what some of your choices are. That might make your decision process a little easier. We’re always here to help.

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FOR RETIREMENT SAVERS

From time to time it is a good idea to review basics, and re-educate ourselves on all available options for planning and evaluating our retirement savings plans. This week I came across several educational videos on retirement planning and fixed indexed annuities that I thought might be a great place to start. Take a look, and let me know if you have any questions. We’re always here to help.

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FEATURED ARTICLES

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Educate Yourself

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Understand the Basics

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Who's who in a Fixed Index Annuity

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Understand the Benefits

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Tax Deferral

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Indexed Interest Potential

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Protection Benefits

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