If we could create the ideal financial product to help you during retirement ? What kinds of things might you ask for?
“I want guaranteed income every month, like a pension.”
“I don’t want to run out of money if I live until 100.”
“I don’t want to lose any money. Period. I want to get everything out that I put in.”
“I don’t want to lose money when the stock market takes a dive.”
“I don’t want to miss out on gains when the stock market is doing well.”
“If I die before retirement, I want to be able to pass money on to my kids, grandkids, favorite charity, etc.”
“I want access to some or all of that money in case something bad happens.”
Guess what? You have just described an indexed annuity.
My team's job is help you choose the best possible course of action you can take right now.
Reach out to me to schedule a consultation
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