Retirement Strategies

If you're like most Americans,
you're concerned about retirement.
 

To help ensure you have a strategy in place to address some of those concerns, you may find it helpful to work with someone with experience in using life insurance and annuities to help solidify your retirement strategy with valuable guarantees.*

Fixed Annuities
 

Are any of your retirement savings protected from the volatility of the stock market? We can help you discover accumulation and various income options with 100% guarantee  of your principle against market volatility.

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Life Insurance
 

You're probably familiar with life insurance, and the importance of the death benefit that it provides. However, you might not be familiar with benefits that a cash value life insurance policy can provide during your lifetime. Learn how life insurance can be beneficial to your overall plans.

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Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

 

Annuities are designed to meet long-term needs for retirement income. Early withdrawals may result in loss of principal and credited interest due to surrender charges.

 

Although an external index or indexes may affect contract values, the contract does not directly participate in any stock or equity investments. You are not buying shares of any stock or index.

 

Policy loans and withdrawals will reduce available cash values and death benefits, and may cause the policy to lapse or affect any guarantees against lapse. Additional premium payments may be required to keep the policy in force. In the event of a lapse, outstanding policy loans in excess of un-recovered cost basis will be subject to ordinary income tax.