A financial safety net
Retirement planning: an action plan to secure your financial future.
Good retirement planning can matter as much as a lifetime of work. Most people worry about their retirement years, and over seventy percent believe they won’t have enough money. That’s why financial experts agree: to retire financially independent, you need to set money aside while you’re still working, even if it means some short-term sacrifices.
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Start envisioning how a new kind of life ahead might look like.
Saving for retirement?
Find out how you can make your retirement savings become a pension plan, that pays you an income stream for life!
Multi-Year Guaranteed Annuity (MYGA)
Interest rates are at all time highs! Now is the time to lock in the best interest rates available in 20 years.
Fixed-Indexed Annuities (FIA)
Learn how you can participate in the market gains, but not when the market suffers losses.
Already have a 401k or IRA?Ask us about a tax-free rollover
If you have an old 401k plan or IRA you can do a Tax Free Rollover. This way you choose the best asset allocation for your risk tolerance. Choose from the top rated companies in the industry.
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Start your retirement planning today
How much do I need to save for retirement?
Give us a few details about yourself and your expected retirement date. Then, we’ll help you figure out how much you’ll need. Finally, an advisor will contact you with a retirement planning strategy customized just for you. You can also learn more about annuities or read our retirement FAQ.
- Lifetime Income
- Protection of Principle
- Flexible payments
- Build cash value
- Quick and Easy to Begin
- Choose from varies carriers
- Probate Free
- Avoid Market Fluctuations
We've got answers
Retirement planning FAQ
$6,500 per year if you are over age 50 then a catch up provision allows you to deposit an additional $1,000 for a total of $7,500 per year.
Yes, with Qualified Retirement accounts you have what’s caleed a Required Minimum Distribution or RMD, at age 72.
We do not charge you any fees just for simply shopping around. We actually encourage you to look at several carriers, to see which best fits your needs.
No, not all annuities have fees. Some charge a fee for riders. See policy for details.
A Fixed Indexed annuity maybe the product for you. You gain when market goes up, but your protected from index losses.
Interest rates on Fixed annuities are at the highest levels in the past 15-20 years..
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Questions about your coverage? Let's talk.
Free, no-obligation help from Eduardo and our team. Monday to Friday, 9 am to 9 pm.