An annuity is an investment vehicle that may be utilized for lump sum payments, periodic payments, or to create a constant income stream. Using an annuity alone is often the wrong investment strategy. In a customized Retirement Size® plan we will couple the annuity with other investments and utilize many tools to ensure you have the best overall Retirement Size® plan for you and your family.
Common Types of Annuities:
- Immediate Annuities
- Deferred Annuities
- Variable Annuities
Possible Benefits of Using an Annuity:
- Tax Benefits
- Constant Income Stream
- No Market Volatility
- Fixed Rate of Return
- Enhanced Death Benefits to Family