Fixed-Indexed Annuities are the perfect solution for individuals with any the following needs:
#1. I am concerned that I will outlive my retirement income.
#2. I do not want the risk of losing money in market downturns.
#3. I would like the ability to leave an inheritance for my family.
#4. I'd like my money to grow without the risk of loss.
#5. I'd like access to my money if I become terminally ill.
#6. I'd like access to my money if I am confined to a facility.
If you fall into any of those six categories, a fixed-indexed annuity may be the perfect solution for you! There are single premium and multi year options, and the myth that annuities come with expensive fees is simply not accurate! If you'd like to know more, give us a call at 1 (866) 938-0999 and we'll show you long term illustrations of how this product works. You'll never lose another penny, and you have the option of taking guaranteed income payments for life!
With over 14,000 Americans eligible for Medicare daily, there's never been a greater need for education about this program. Medicare benefits are not a one size fits all solution. You must factor in your prescription drug costs, monthly premium options, networks, referrals, and future insurability. This is why our primary focus has always been the senior community. We are here to help you, but more importantly, we want to educate you on your options. So whether you're turning 65, disabled, or wanting to review existing benefits; we are here to be your lifeline when it comes to Medicare benefits!
When planning for retirement it's all about RISK. How much money are you willing to lose? Tax deferred market options are difficult to predict, as the economy is always changing. We offer solutions that can attain Index Based Guaranteed Tax-Deferred Growth with ZERO risk of loss! When the market goes up, so does your account balance! When the market goes down, you'll hold firm until things improve.
Our retirement strategies also ensure that you'll have the option of a lifetime stream of income, no matter how long you live! For the younger crowd, ask us about our tax-free retirement strategies using Life Insurance.
For our seniors, call us today and ask about our Fixed-Indexed Annuity options. We'll have an illustration ready for you in just minutes!
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The information provided herein is the exclusive property of Rooted Insurance & Financial Services. This material has been prepared for informational and educational purposes only. It is not intended to provide nor should be relied upon for accounting, legal, tax, or investment advice. © 2021. Rooted Insurance & Financial Services.