An annuity is a long-term retirement tool that can be a cornerstone of your financial security and success. It can help you protect and grow your retirement nest egg, or you can turn it into guaranteed lifetime income.
Understanding Annuity Basics – How Do Annuities Work?
401k, IRA ROLLOVER TO ANNUITY EXPLAINED
What needs do you have
Do you want to grow your retirement nest egg? Are you approaching retirement and want to turn your savings into income? A combination of both?
We offer a number of products that can provide downside protection, growth potential or guaranteed income for life.
Let’s be your financial professional to help obtain the best package suitable for you and able to meet your needs.
Looking for protection and growth potential for your savings
When it comes to your hard-earned retirement savings, does the thought of letting your money ride with the ups and downs of the stock market give you an uneasy feeling? But you don’t want to miss out on the sharing in some of the potential gains? A more conservative solution, called a fixed indexed annuity (FIA) may be right for you.
An FIA gives you PROTECTION from market losses and GROWTH POTENTIAL based on a market index (like the S&P 500®) — without the risk of actually participating in the market.
Looking for retirement income you can count on?
If you have 5-15 years before retirement, now can be a good time to make sure you’re on track and to start thinking about how to turn your savings into future retirement income. Talk to Strategic Financial to represent you
- What income you’ll have.
- How much do you currently have in your 401k, Roth IRA, Traditional IRA, Stock Market, CD, Savings account etc.
- How much income you’ll need.
- Let’s say you currently have $800000, but you need $2000000, talk to us today lets help you achieve that.
- What portion of your income is:
- Guaranteed
- Protected from market downturns
- Built to last a lifetime
- That’s where a fixed indexed annuity comes in, with income you can always count on.
A fixed indexed annuity (FIA) with a Guaranteed Minimum Withdrawal Benefit (GMWB) gives you a predictable way to build your future retirement INCOME BASE for a STEADY STREAM OF LIFETIME INCOME — without the risk of actually participating in the market.
