Getting the Right Advice about Retirement. You're On Your Way.
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Expect a call from us shortly to confirm your information. Our fiduciary advisors will get to work on your custom report. To do so we need to confirm the information you provided. Don't worry, we don't ask you about private information or sensitive data. You're now one of more than a million Americans served! We hope you find what you're looking for!
In the meantime, here is the Insider's Guide to Fees and Commissions that the Insurance Companies don't want you to see.
Client Statement received for 12 months ending March 2017. 10.09% Return!
Security Benefit - Secure Income Annuity Statement, Excerpt.
Frequently Asked Questions:
Q. Why do I have to speak to someone on the phone?
A. We call in order to confirm your information, and ask some general questions that help customize the report based on what is available in your state. (Annuities are regulated by states and not all products are available in all states).
Q. I heard Annuities tie your money up?
A. Annuities can be structured in many different ways. Fixed annuities almost always have liquidity features to access money. Annuities are traditionally a long term investment that you use in retirement.
Q. Do Annuities have high fees and low returns?
A. Well, not many people would invest in something like that. Fixed Annuities are not designed with annual fees or loads, and are principal protected. Variable annuities are associated with yearly fees, and are susceptible to market fluctuations. According to LIMRA, a record $117.4 Billion Dollars were put in to Fixed Annuities in 2016.
COMPARE RATES FIRST:
Ask the trusted advisor to give you personalized annuity rate comparisions from all of the companies rated A or A+.
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