There are many paths you can take in retirement..

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Presentation transcript:

There are many paths you can take in retirement.

One option that may be a perfect fit… An Immediate Annuity

Guaranteed Retirement Income… FREE from WORRY…

A great way to get Steady Income You pay a specific amount up front and begin receiving regular paychecks It’s kind of like buying a pension $ $$$$$$ the Immediate Annuity

An Immediate Annuity or Over a specific amount of time… Checks for the rest of your life… You decide the Immediate Annuity

How often you want to be paid Monthly Quarterly Annually It depends on how you want to use your money You decide $$$$$$ the Immediate Annuity

Do you worry about how the stock market might affect your investment? An Immediate Annuity can eliminate that Up or down does not matter... With an immediate annuity, your income is steady Add safety to your portfolio WORRY… the Immediate Annuity

Do you worry about how the stock market might affect your investment? An Immediate Annuity can eliminate that Up or down does not matter... With an immediate annuity, your income is steady Add safety to your portfolio Any money left over passes to your designated beneficiaries if you choose that option. the Immediate Annuity

An immediate annuity makes good sense at tax time as well... When you use funds that are not part of an existing retirement plan, you can receive income largely excluded from taxation that is the Immediate Annuity

Inflation protection – you can schedule an annual increase. That way when prices rise, you will be ready. Legacy planning – you can plan distributions to your family. the Immediate Annuity

Freedom… You don’t have to know how much to take out each month. That was decided up front; one time. the Immediate Annuity

You don’t have to check out the stock market to see how things are going because it is not tied to the market. Freedom… the Immediate Annuity

You don’t have to open a bunch of monthly statements. Instead, you receive steady checks just the way you set it up. Freedom… the Immediate Annuity

Together, we can structure a successful distribution strategy to meet your personal needs. Take the next step today… the Immediate Annuity