Get Your Quote Today! 1-800-457-2025

Financial

Annuities

Good News and Bad News. People are living longer than ever before. Many Americans will live 20 to 30 years or more in retirement.

One of the biggest retirement questions today is, “Will my money last as long as I do?

With fewer people being covered by traditional pension plans and future changes to Social Security, many folks are looking for additional ways to create a nest egg and provide lifetime income. In other words, we don’t want to run out of money before we run out of breath.

Growing numbers of Americans now routinely include annuities in their
overall plan, and they are doing this for very good reasons.

An annuity can provide an income for the rest of your life,
So you can’t spend your last nickel before you take your last breath.

Plus, before you begin taking income from an annuity, the interest is not reported or taxed. That’s called tax-deferral. This means that if you compared an annuity to a certificate of deposit earning the same rate of interest, the annuity grows faster.

There are many different types of annuities which offer a variety of options and choices, not only to help accumulate and grow money prior to retirement, but also to provide additional income after retirement with options to meet a variety of retirement needs, such as:

  • Income for a specific number of years
  • Income for as long as you live
  • Or even an income for as long as either you or your spouse is alive.

There are so many choices and advantages to owning an annuity that it would take many more pages to explain all of the available options. So, whatever stage of life you are in, whether you are currently building your financial resources for future retirement, or you are already retired and just want to be sure your nest egg will provide a reliable income you can enjoy for the rest of your life, call one of our offices to schedule a free, confidential appointment today.

We are committed to providing a fine selection of tax deferred retirement accumulation products designed to provide our clients with flexible, safe choices for wealth accumulation and retirement income.
Each client’s financial situation and needs are unique, which is why we encourage our clients to meet with one of our experienced agents for a private and confidential discussion of their goals and objectives. This free financial review has no hidden costs or fees; it is a service provided by Lee and Associates to help individuals, couples, and families compare and evaluate today’s many financial opportunities.

Whether you are currently building your financial resources for future retirement, or you are already retired and want to be sure your nest egg will provide a reliable income you can enjoy for the rest of your life, call one of our offices to schedule a free, confidential appointment today.