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A Fixed Indexed Annuity may be a fit for your Retirement
A Fixed Indexed Annuity may be a fit for your retirement if you are looking for (1):
Protection of Principal
Your savings are always protected from market fluctuations and are 100% principal protected. There is no direct downside market risk to your funds.
Growth Potential
You also have the choice of interest based on the performance of an external market Index.
Income for Life
A lifetime withdrawal benefit may also be included that ensures that you can generate a lifetime income that will last for your life.
Wealth Transfer
Leave a legacy for your loved ones and avoid probate. The full account value is available after your death. If your spouse is the beneficiary, then he or she can always choose to continue the policy.
At Secured First Financial of Texas we often find that fixed indexed annuities are suitable as a retirement vehicle (2). A indexed annuity in some cases can be set up as a ROTH IRA, IRA, IRA Rollover, and Non Qualified. We have access to numerous providers in our goal to help you find the best retirement options in Waco, Texas and surround areas that are available on the market today to accomplish this.
With the ups and downs of the stock market, many of people are tired of hoping they will recover what they have lost when the market goes down. You may not have time to wait and don't want to risk what you have saved up through your 401K, IRA, Mutual Funds, or Stocks. Whether your looking to create a guaranteed income for life, accumulation, or to leave money behind, we can help.
We can help you start an indexed annuity with:
- Monthly Premium Payment starting as little as $100 a month
- Lump Sum of as little as $10,000
- Lump Sum of as little as $10,000 with ongoing annual premium payments
Secured First Financial is an independent insurance agency
My name is Joel Fuessel, I am an independent insurance broker with Secured First Financial of Texas. I offer retirement annuities in Waco, Temple, Killeen, Texas and surrounding areas. We act as a broker and our goal is to find the best top rated companies, options, and pricing available for you. Let us do the work for you.
At Secured First Financial of Texas we want to make sure you understand the pros and cons of using an indexed annuity for accumulating interest, building an income for life, or passing money on to your family. Our agents will meet with you to figure out the best way an indexed annuity can benefit you. Rest assured, our financial representatives conduct reviews yearly, so you can see how your annuity is doing. Our goal is to find the most suitable indexed annuities on the market today for your situation. If you would like to learn more about indexed annuities give us a call or fill in our information below.