"An annuity can be a great way to save for retirement on a tax-deferred basis, in effect creating your own personal "pension" plan."
In planning for financial security in retirement, an annuity can help satisfy two basic objectives:
1. To accumulate retirement assets on a tax-deferred basis.
If you're already contributing the maximum to IRAs and any employer sponsored retirement plans and need to save more for retirement, a deferred annuity may be the answer to your retirement savings need.
2. To convert retirement assets into an income that you cannot outlive.
On the other hand, if you're near or at retirement, an immediate income annuity can be used to convert existing retirement assets into a lifetime income.
Click here for your downloadable copy of
"Understanding Annuities: A Lesson In Fixed Interest and Fixed Indexed Annuities"
We have been working to best serve the needs of our agents since 1967 affording us the luxury of working with more than 50 of the industry’s best carriers and establishing valuable relationships with them and their underwriters.
Our team is comprised of individuals that have served in the capacity of Independent Agents, so we all understand what it takes to grow a successful practice.
Our goal is to be a support system you can rely on to maximize every dollar for every client every time while saving you time along the way!
Give us an opportunity to show you what we can do – we’ll make it worth your time!
Our Sales Tools and Sale Makers Resource Section provides a wealth of information with practical, point of sale material to help you address customer needs and close Life Insurance and Annuity sales.
Check back each week as we continue to add new content, including Fact Finders, Full Client Presentations, Concept Pages, Tools and Techniques, Tax Information and Specimen Documents.
Call Ingrid in our Annuity Center