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Savings, Retirement Plans & Strategies For Your Senior Years

A critical factor in today's market, it's not always what you make but what you keep. Our programs can assist you with the accumulation years, protective years and the distribution years of life. The terms you set for your senior years is as critical as the years before and is the critical factors in living longer and enjoying it more.  "A quality plan does not necessitate a sensation of work but its management."  This planning is about the journey of  your life that brings value to yourself and an ability of giving value to those about you throughout your life. The decision to defer managing  and planning your security, may develop the architecture of your own demise.  A dollar put away today could be worth ten tomorrow when needed. A qualified manager can assist you with avoiding potholes as you journey. When you leave your work or change jobs, don't forget to take your nest egg with you.  It could be costly if left behind.


Life Choices For Enjoying Your Senior Years More
Life Choices For Enjoying Your Senior Years More
   The terms you set for your senior years could be a critical factor in living longer and enjoying it more. The good news, "A quality retirement plan does not necessitate a sensation of work but the management of it."  I believe we can assist you in developing a plan for your senior years that will bring with it a healthier life with more enjoyment as your journey on..
Selecting The Right Plan For You
   The Plan for your Church, School, Business, or Your Personal Plan is a big decision and can affect the future security of yourself and others. We can assist you by objectively reviewing with you, your goals, questions, and concerns, so as to help you with the plan that is right for your specific needs.
Selecting The Right Plan For You
ABC's of Funding Plans With Annunities
ABC's of Funding Plans With Annunities
  

Qualified annuity plans are funded with before tax dollars and continue to grow tax-deferred until withdrawn for income and retirement. Withdrawal and/or income can be without tax penalty after 59 1/2 years of age or must be started before April in the year you are 70 1/2. We offer some product choices for funding your plans that should be reviewed with us to determine the best fit for your circumstance of life. Each annuity plan product could provide you with advantages and disadvantages; however, in most cases one plan may fit your expectations better over another after a review of them. You can fund your annuity with Fixed, Variable, and Indexed Annuity funding note the choices offered below.

Indexed Annuities, No Principle Risk or Earned Income at Risk
  

A critical factor in today's market, it's not always how much you make but how much you keep. Indexed annuities can be used to fund most any qualified or non-qualified plans and offers one the ability to see their fund returns fluctuate with the ups and downs of the market unlike the fixed returns of the normal fixed annuity, thus offering the possibility of much higher returns. They allow for flexibility of fund movement for best returns within the plan to better performing choices. The security difference of the Indexed Annuity is the floor it offers no loss to principle or earned earning as happens to most other plans when the market bottoms out into the abyss. This product offers a great market return without loss of principle or earned earnings.

Indexed Annuities, No Principle Risk or Earned Income at Risk
Qualified Plans
Qualified Plans
   Deposits for these plans are made before tax, allowing for the full benefit of the funds without tax hindrances.
Non-Qualified Plans
   We offer some product choices for funding your Non-Qualified Plans with one of our Non-Qualified Annuity Products. These are funded with after tax dollars and should be reviewed with us to determine the best fit for your circumstance of life. Each annuity plan product could provide you with advantages and disadvantages; however, in most cases, one plan may fit your expectations better over another after a review of them.
Non-Qualified Plans
Market Funds
Market Funds
   Area underconstruction
Other Plans
   Area underconstruction
Other Plans
Site last updated 02/07/2014