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More Information about Annuities

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What exactly is an Annuity?
An annuity is an investment product that provides safe, tax-deferred growth of your retirement nest egg. Annuities are considered low-risk, and can provide guaranteed, monthly income when you retire. There are many types of annuities with varying features & benefits. These include: fixed, variable, immediate, deferred & hybrid. We strongly suggest you consult with a financial professional to help you understand the various types of annuities before you purchase.
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Is an Annuity Right for You?
Annuities are NOT a good fit for everyone. Annuities are designed for people looking for guaranteed, monthly income when they retire - they are NOT a high-risk / high-return investment. They are considered to be in the mainstream of conservative retirement planning - over $225 billion in annuities have been purchased in the past 12 months alone!
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What are your Next Steps?
The first thing to do is to see if an annuity fits your specific profile and financial situation. This "fit" is based on the amount of retirement savings you currently have, how old you are, and the State you live in. Simply fill in the information above and our system will generate a free, tailor-made Annuity Report that will include annuity rate quotes from A+ rated companies in your area.
Financial & Retirement Planning by Age

65+ Years Old

Americans are living longer than ever and as a result, solid retirement planning has never been more important.

50 to 65 Years Old

Your 50’s & 60’s are a critical time to focus your financial planning efforts on reaching your retirement goals.

35 to 50 Years Old

Your 30’s and 40’s can be key years in setting up a solid financial plan and building your retirement portfolio.

20 to 35 Years Old

Retirement might be years away, but certain steps can be taken today that will ensure your financial stability tomorrow.


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