Do You Even Need An Annuity?
I've made this really simple. It all comes down to answering 2 questions.
What do you want your money to contractually do?
Annuities CONTRACTUALLY solve for 4 things
You always own an annuity for what it Will Do. Not Might Do.®
CGO - Contractual Guarantees Only
MYGA
The Annuity Industry's version of a CD. Contractually guaranteed yield for a duration that you choose.
SPIA
Simple, Efficient, No-Fee lifetime income pension product. If you love your Social Security payments, you will love SPIAs.
DIA
DIAs are actually SPIAs that you defer past 1 year. It's your own personal pension payment that starts at a future date you choose.
QLAC
Lifetime income using your Traditional IRA-type money with legal tax savings on your RMDs.
INCOME RIDER
Income Riders are attached to Fixed Index Annuities to provide contractually guaranteed lifetime income starting at a future date.
Solving for annuities takes a customized solution.
Please book a call today to discuss.
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