Investing in variable annuities may be the best way to plan for the future.
Have you begun planning your financial future? Have you figured out how you will save for retirement? No matter who you are, these choices are very important.
But making the right financial decisions isn’t easy. There are many different factors to think about in order to make the right choice.
Investing in variable annuities should only be done with great care. Our financial professionals can help you learn exactly about the risks involved with these annuities, without making your head spin.
What Is A Variable Annuity?
It won’t be a surprise that there is a lot of uncertainty involved with variable annuities. There are some basics similarities between variable annuities and other annuities. These include the option between regular payments or a lump sum and tax-deferred growth. But there are some differences, too.
One difference is the death benefit. If you die before the insurer has begun making payments to you, your beneficiary is guaranteed to receive a specified amount.
Variable annuities also combine features of tax-deferred retirement savings plans, mutual funds, and life insurance. Contact Grace Advisory to find out more about available investment opportunities in Fort Myers.
ADVANTAGES OF VARIABLE ANNUITIES
- Participation in the growth potential of the stock market
- Tax advantages, including tax deferral
- Flexible income options
- Beneficiary protection
- Turn your assets into income you’ll never outlive
Want to learn more?
Talk to one of our knowledgeable financial professionals. We will be happy to discuss your financial situation and retirement goals to determine if one of these products would be a suitable choice for you.
Call us today at 866-481-5550 to set up your appointment.
Toll Free: 866-481-5550
Fax: (239) 481-5545
13450 Parker Commons Blvd.
Fort Myers, FL 33912
Cities We Serve