Safe Money Solutions
Protect your assets.
Safe money solutions are based upon participating in the ups of the stock market, locking in your gains, and being completely protected against losses. A Fixed Index Annuity offers indexed market growth and guarantees no loss of principal or gains.
Most of our clients gravitate toward these features of an annuity:
- When the stock market goes up, your money goes up with it.
- Your gains lock in annually on a tax-deferred basis.
- When the stock market goes down, you don't lose anything.
- You receive compound interest credits.
- There are NO fees.
- You can convert your money to a guaranteed stream of income in retirement.
The convenience and predictability of a set payout makes a fixed index annuity a popular option for clients who want a known income stream to supplement their other retirement income.