Today, the majority of the burden for retirement income seems to have shifted to the individual. For this reason, you may want to consider a guaranteed* fixed income component to your retirement strategy. In short, adding an annuity may be an opportunity to help ensure a portion of your retirement income will be guaranteed.*
A Fixed Annuity is an insurance product that pays a fixed, guaranteed* rate of interest while offering guarantee of principal and tax-deferred growth. One of the most popular types of fixed annuities is a Fixed Index Annuity which offers the potential upside of stock market-linked growth without loss of principal due to market downturns. For clients looking to create guaranteed income for life and a stable, predictable standard of living, fixed annuities are a great option to consider as part of one's overall retirement strategy.
While there is an abundance of annuity products on the market today, you can be confident that Strategy Financial Group will offer you the expertise and guidance in selecting the best solution to suit your overall goals.
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*Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to restrictions, limitations or early withdrawal fees. Insurance products are offered through Strategy Financial Insurance, LLC, an affiliate of Strategy Financial Group, LLC. Annuities are not suitable or appropriate for all individuals, are subject to fees and surrender charges, and pay customary commissions to Strategy Financial Insurance and/or your licensed insurance agent. Clients are never obligated to purchase the insurance products we recommend, or to purchase them through our affiliates.
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.
The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.
*Guarantees provided by life insurance and annuities are backed by the claims-paying ability of the insurer.
Strategy Financial Services, LLC may transact business only in states in which it is registered, or in which it is excluded or exempted from registration. Strategy Financial Services, LLC is currently registered in Arizona, California, Michigan and New Mexico. Investment advice is offered through Strategy Financial Services LLC, a Registered Investment Adviser. Insurance and annuity products are offered separately through Strategy Financial Insurance, LLC.
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