Retirement Planning

Annuities can be used to create a retirement income that lasts as long as you do. These funds accumulate on a tax-deferred basis, which can be a tremendous advantage over time. Fixed Index Annuities provide an opportunity for growth without the risk involved with most investments. This is especially attractive to pre-retirees looking to preserve assets they’ve built over several decades. We have the expertise to help you find the best and most suitable annuity products to fit your needs. We all look forward to the day we can trade our work clothes for sandals and a lounge chair. For many, the idea of retirement is nothing more than a fantasy. With pension plans becoming a thing of the past and social security only providing for the very basics. It’s vital that we all take control of our plans for retirement. That may sound daunting, but planning for retirement can be easier than you think.

The most important step is to start today! Your Equis Financial agent can help you set up a retirement plan that will get you on the path to the retirement you’ve always wanted.

“Planning for retirement can be easier than you think.”

By leveraging living benefits, you are able to protect yourself and your daily against the financial devastation that can occur from suffering a critical illness, such as cancer, heart attack, or stroke. With the rising costs of healthcare, a life insurance policy featuring living benefits allows you to rehabilitate and recuperate, while a lump sum benefit from your coverage gives you the buffer to pay for medical bills, household bills, or any other expense. Speak with your Equis Financial agent today to see how you can qualify for a living benefits policy.

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Retirement Planning

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Please note that the examples herein are not company or product-specific. They are concepts shown to give you general information of the benefits and limitations of the products and strategies and are not designed to be a recommendation to buy any specific financial product or service. Products change and such product concepts may not be suitable for your needs or available in your state.

*Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurance company and are not guaranteed by any bank or the FDIC.

**Some annuities may have a lifetime income guarantee as part of the base policy; others may have riders available that provide this benefit. Riders may also be available for benefits like an annual increase to help combat inflation or for as much as doubling your income in case of a qualifying health event. Limitations and qualifying conditions apply. Optional riders may be available with a charge.

***Safe-Retire.com and The Gale Group are not associated with or endorsed by the Social Security Administration, the IRS or any government agency.

^Increased income is possible following a specific strategy suited to your financial goals and may require buying multiple annuities or keeping the annuity for the full-time period. May not be available in all states. Results may vary and will be less if excess withdrawals are taken.

» For your suitable benefits. Fees are lower than investment products.

By responding to this offer you may be put in touch with a licensed agent regarding retirement income strategies using fixed insurance products. Safe-Retire.com is insurance licensed 1988 Mortgage Broker/Lender Licensee 1998 Retirement Specialist 2012 and all producers of Safe-Retire.com have the appropriate licenses for the products they offer.