Safe Investment Vehicals

Safe Investment Vehicals offer guaranteed lifetime income, can reduce risk within your portfolio, help you save more for retirement, minimize taxes and provide legacy.

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Big, safe and strong insurance companies that have been around a long time and are A rated offer safe investment strategies. These strategies can offer growth with no chance of loss. Additionally, a steady stream of income that you can't outlive can sure up your retirement income.

There are many categories.
They can be classified by:

✔ Nature of the underlying investment – fixed or variable

✔ Primary purpose – accumulation or pay-out (deferred or immediate)

✔ Nature of pay-out commitment – fixed period, fixed amount, or lifetime

✔ Tax status – qualified or nonqualified

✔ Premium payment arrangement – single premium or flexible premium

These videos are for educational purposes. We represent many of the top carriers available. We will review your unique situation and be able to offer you a variety of carrier products and plans to choose from.

 

Buying An Annuity
Questions to Ask When Purchasing a Fixed Indexed Annuity