Fixed Annuities
Would your retirement be better if you had a guaranteed stream of income you could not outlive?
If your retirement plan involves liquidating investment principal over time to meet living expenses, would you like the confidence that comes from knowing that the principal would not be exhausted, no matter how long you live?
A fixed annuity is insurance against living beyond the life of your investments. See how the guaranteed income for life provided by a fixed annuity may enhance your retirement.
Below are just a few of the fixed annuities-related problems we’ve been able to solve for clients. Click the silver bar for each problem to learn more about how we can solve them.
Income Stability in Retirement
High net worth individuals and families often seek stable and predictable income during retirement. Fixed annuities provide guaranteed regular payments, ensuring a steady income stream that helps maintain their lifestyle and meet financial obligations.
Protection from Market Volatility
Concerns about market fluctuations and investment losses can be significant. Fixed annuities offer a safe investment option with guaranteed returns, protecting the principal and providing peace of mind during volatile market conditions.
Tax-Deferred Growth
High net worth individuals and families often look for tax-efficient investment options. Fixed annuities allow for tax-deferred growth, meaning the earnings are not taxed until they are withdrawn, helping you to manage your tax liabilities and grow your wealth more efficiently.
Inflation Protection
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Maintaining purchasing power over time is crucial for high net worth clients. Some fixed annuities offer inflation protection options, such as cost-of-living adjustments, which help the income keep pace with inflation, ensuring that your purchasing power is not eroded over time. |
Assessing Performance and Fees
Would you like a Fixed Annuity?
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