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Let’s find out if an annuity could be a right fit for you.
YOU HAVE QUESTIONS. WE HAVE ADVICE.
Simply put, annuities are contracts that life insurance companies issue. They have been around for years, and there are several different types.
You may have heard about annuities from a friend or perhaps you have heard someone like Ken Fisher talking about annuities on TV. As there are different types of annuities, there are some misconceptions which warrant clarification.
We’ll break annuities down by type and explore the highlights of each. Your unique needs and objectives will determine if an annuity is right for you and which one to use.
The Rider Value is designed for one thing: To create income that you can never outlive.
Annuities are long-term financial vehicles that may be subject to restrictions, surrender charges, holding periods, or early withdrawal fees which vary by carrier. Riders are generally optional and have an additional associated cost. Annuities are not bank or FDIC insured.
Social Security is an annuity. The government guarantees a certain amount of money to be paid to us based on what we have earned in our working career. Social Security is an income floor. We can use an Income Annuity to increase our income floor in retirement, and if you live to a very old age, there is no chance of running out of money.
If you’d like discuss if an annuity is right for you please use this link to schedule a time to speak with David Treece.
During this initial no obligation call, David will answer your questions and explain more details.
We are located in Spartanburg, SC and we love connecting with clients at our office, but we work with clients all over the country. We’d be happy to schedule a Zoom video call to discuss your goals and objectives.
Interested in learning more about how we can help you reach your retirement goals? Contact us to schedule a complimentary, no-obligation consultation.
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104 N. Daniel Morgan Ave. Suite 102
Spartanburg, South Carolina 29306
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Advisory services offered through CreativeOne Wealth, LLC, a Registered Investment Adviser.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency.
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