We assist you in planning for retirement with a simple idea: providing solutions that may enable you to retire sooner and with confidence. Begin by accessing the best books and resources to learn about our Retirement Strategies-for FREE!
Our Purpose is to Champion retirement income planning for every client at all levels of income and in every stage of life. You deserve a retirement Strategy that will leave you feeling more financially confident during your golden years.
Help Improve your Retirement Income with our Annuity Advisors, we will help you address your financial concerns with strategies to help meet your retirement goals
The good news is that baby boomers are living longer than any other generation. The result is you are now required to fund for a longer retirement.
Discover ways to create up to 33% more income^ in retirement with our little known strategies. These strategies can help you best utilize funds from your IRAs, 401(k)s and other retirement savings plans2.
We believe Social Security is the cornerstone to your retirement. There are more than 80 different ways a couple can claim today. It is crucial that couples utilize an optimum strategy on how and when to file for Social Security benefits***. We may be able to help you identify the best time to turn this benefit on for your retirement goals. Many retirees mistakenly claim at the wrong time and leave hundreds of thousands of dollars of lifetime benefits on the table.
We can help identify strategies to reduce or eliminate taxes on your Social Security and retirement income2. By reducing taxes, more of what you receive is yours to spend and you may be able to better maximize your retirement funds and reduce the risk of running short of money.
People often try to build enough wealth so that it will last through retirement, using calculators or searching for “magic numbers”. We believe what truly matters in retirement is creating a monthly income stream that is guaranteed* to last for the rest of your life. That means having a predictable payout every month to cover all your expenses, just like you had during your working years. Interest rate fluctuations, stock market volatility, inflation, and the national debt will all be in constant flux during a retiree’s life; what doesn’t change is the need for consistent, steady, predictable monthly income during retirement. **
Our Approach to income is all wrong: we need to think about monthly income, not net worth” Robert C. Merton, Economic Sciences Nobel Prize. – Robert C. Merton – Renowned economist and a Nobel Laureate in Economic Sciences.
We understand that financial security in retirement is a priority for you. We specialise in addressing the common concerns of people in retirement, such as maintaining sustainable income and protecting your wealth.
We offer a wide range of financial products, including fixed insurance and annuity products. We work with you to find the perfect combination to suit your unique financial needs and goals.
We believe in the importance of making informed decisions. We provide free resources, reports, guides and educational videos to help you better understand your financial options.
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"I was able to have as many consultations as I needed in order to understand things and that was very important to me. I felt educated about things that I hadn’t understood before."
Please note that the examples herein are not company nor product specific. They are concepts shown to give you general information of the benefits and limitations of the products and strategies and are not designed to be a recommendation to buy any specific financial product or service. Products change and such product concepts may not be suitable for your needs or available in your state.
*Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurance company and are not guaranteed by any bank or the FDIC.
2 Our representatives do not give tax advice, and the reader should see their own tax consultant for the impact these strategies will have on their tax situation.
**Some annuities may have a lifetime income guarantee as part of the base policy, others may have riders available that provide the benefits. Riders may also be available for an additional charge, for benefits like an annual increase to help combat inflation or for as much as doubling your income in case of a qualifying health event.
***Annuity General is not associated with or endorsed by the Social Security Administration, the IRS or any government agency.
^Increased income is possible following a specific strategy suited to your financial goals and may require buying multiple annuities or keeping the annuity for the full time period. May not be available in all states. Results may vary and will be less if excess withdrawals are taken. Policy and rider premiums are the only fees you pay for these products. By contacting us or responding to this offer, you may be put in touch with an insurance-licensed agent in your state. Annuity General is insurance licensed in all 50 states (AR17677332/CA0K62245/TX2034282) and all producers have the appropriate licenses for the products they offer.
2024. All rights reserved.
Thank you for inquiring for information on how to maximize your retirement income. One of our annuity advisors will contact you shortly to introduce themselves and dive into your retirement goals.
