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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

We can help you consider and implement a custom-made plan which will help you to Retirement Size® at the age best for you. Planning now, rather than later, means more options and a greater degree of success with a Retirement Size® plan.

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