One Of Our Three Core Principles:
Safety First
Discover Safe Retirement Strategies
Safest Place For Retirement Money
As retirement approaches (or arrives), your goals may change. You may start seeking safer, more secure options to store your money. After all, if you lose a significant portion of your retirement savings, you no longer have time on your side. It is critical that you keep that money safe because it is your sole source of income. We can assist you in implementing a guarantee* of safety on at least some of your retirement income. What is the safest place for retirement money? We can help you find it.
Understand the Benefits of FIAs
How to Keep Your Retirement Money Safe
We believe that long-term protection is a critical aspect within a good retirement strategy. Fluctuations in the stock market can have a negative impact on your retirement savings. However, there are strategies to remain safe, regardless of what happens in the market. Based on your specific situation and goals, we can provide you with recommendations. Certain products, such as life insurance policies and annuities, may offer a safe place for retirement money.
Understand Annuity Benefits
Annuities For Retirement
Fixed indexed annuities (FIAs) are one example of annuity products that provide principal protection. This guarantee* is based on the issuing insurance company’s claims-paying ability. Additionally, an FIA can provide reasonable rates of return** on the money you contribute. Additionally, an FIA is an insurance product rather than an investment or savings account. This entails additional advantages, such as specific tax benefits.
If you believe an annuity is the right option for you, reach out to us.
We can go over specifics with you at a one-on-one meeting. Alternatively, you could join one of our educational seminar events, where we not only provide a gourmet dinner (at no cost), but also provide further information about the importance of staying protected in retirement and the benefits of FIAs and other products. Help us help you–we can help you determine the safest place for retirement money.