Indexed Annuities
Annuities can be an excellent retirement planning option. You are likely already participating in the largest annuity policy in the country, Social Security. However, due to the uncertain future of Social Security, additional resources need to be put in place. There are various annuity policies to choose from, including those that offer spousal benefits and long-term care.
We can educate you on these options and help determine which one is right for you.
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Fixed Annuity
Fixed Annuities are similar to a bank CD. You are guaranteed a certain rate of return for a certain period of time.
Fixed Indexed Annuity
Fixed Indexed Annuities use an index as a benchmark to calculate interest credited to your account. These annuities have more bells and whistles, referred to as “riders”, with options such as lifetime income, enhanced death benefits, and a guaranteed bonus.
Immediate Annuity
An Immediate Annuity is when you give a lump sum of funds to the insurance company and in return they provide you with a stream of monthly payments for a set period of time.
