Annuities
Invest in reliability.
An annuity is essentially an IRA that allows you to preserve and only grow your principal over time. It does fluctuate with the stock market but it only increases your principal as the stock market goes up.
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Benefits of Annuities
No Downside Market Risk
A safe place to move your money that has conservative growth with no downside market risk.
Avoid Taxation
Building a legacy that can be passed down generation to generation while avoiding taxation.
Lifetime Income
You can also draw a lifetime income off of annuities. For example, if you add $400,000 to an annuity to start a lifetime income process, you can get paid out $800,000+ even if it’s more than what you originally added.
Preserve your principal, forever.
If you are looking to retire soon but are still working, an annuity could be a great option to consider when your 401k contributions subside. This will allow your money to remain in the stock market while avoiding any negative risk.
Want to know your options?
Our annuity packages each have unique features and come in a variety of different forms.
