Financial Security through Insurance, Annuities, & Rollovers
Many people do not think about financial security until they are faced with a major catastrophe that forces them to sell their home or go into bankruptcy. But what if you could protect your home and other assets, and safeguard your family, even if you suffer a major illness or should pass away? For a small monthly investment, you can secure your financial future through life insurance investment options, index and whole life annuity investments, and 401K rollover strategies that can substantially increase in value over time. Important additional protections include long-term care insurance, disability, and health insurance. Financial advisory services with no out of pocket costs can provide you with insurance advice and retirement investment advice with policies that protect you, your family, and your assets as they build wealth. You will learn how and why to use IRA investments to accumulate cash in tax-deferred and tax-free accounts.
Life insurance is an important part of a financial plan, providing protection for you, your family, your investments and your estate. The type of life insurance that is best for you will largely depend on your stage of life, number and age of dependents, the value and type of assets to protect, and your goals for the policy. A professional financial adviser will analyze your unique needs and provide you with information for making the best possible choice.
Where life insurance generally pays the policy at the time of death, annuities pay a set amount of money monthly, quarterly, or annually to meet future financial needs such as during retirement. Annuities provide different investment options without risk. There are tax-deferred annuities and immediate annuities for both individuals and couples. Those designed for lifetime payouts provide a popular choice for 401k or IRA rollovers.
IRA and 401K Rollovers
Many people are realizing the benefits of rolling over their 401k or IRA into an annuity tax free. Annuities can fill a critical gap in your retirement funds. They grow your investment and offer options for a protected monthly income for the rest of your life. Index annuities without fees or risk can offer returns tied to the S&P 500 or life insurance. Unlike a 401K and IRA, there are no limits to how much you can contribute to an annuity.