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Important Questions
What Type of Annuity is Right for Me?
There are several types of annuities, including fixed, variable, and indexed annuities. The best choice depends on your financial goals, risk tolerance, and the level of income predictability you prefer. Fixed annuities provide guaranteed payments, while variable and indexed annuities have returns that can vary based on market performance.
How Much Should I Invest in an Annuity?
The amount to invest in an annuity depends on your retirement goals, existing savings, and anticipated expenses. It’s essential to ensure your investment balances your need for growth and your need for guaranteed income during retirement.
Can I Customize My Annuity Plan?
Yes, annuities can be tailored to fit your needs. You can choose options like adding a death benefit, selecting a guaranteed payment period, or even setting up joint annuities for you and your spouse. Customization allows you to align your annuity with your retirement strategy.
What Happens If I Need Access to My Money Early?
Withdrawing funds from an annuity early may incur penalties, especially within the surrender period. However, many annuities offer options for penalty-free withdrawals under specific circumstances, such as severe illness or a percentage of the account value each year.
How do I Sign Up?
For personalized assistance, book an appointment with me. I’ll guide you through the different types of annuities, help determine the best fit for your retirement plan, and ensure you make an informed decision. Schedule your free consultation today to secure your financial future.
More Info
Important Questions
What Type of Annuity is Right for Me?
There are several types of annuities, including fixed, variable, and indexed annuities. The best choice depends on your financial goals, risk tolerance, and the level of income predictability you prefer. Fixed annuities provide guaranteed payments, while variable and indexed annuities have returns that can vary based on market performance.
How Much Should I Invest in an Annuity?
The amount to invest in an annuity depends on your retirement goals, existing savings, and anticipated expenses. It’s essential to ensure your investment balances your need for growth and your need for guaranteed income during retirement.
Can I Customize My Annuity Plan?
Yes, annuities can be tailored to fit your needs. You can choose options like adding a death benefit, selecting a guaranteed payment period, or even setting up joint annuities for you and your spouse. Customization allows you to align your annuity with your retirement strategy.
What Happens If I Need Access to My Money Early?
Withdrawing funds from an annuity early may incur penalties, especially within the surrender period. However, many annuities offer options for penalty-free withdrawals under specific circumstances, such as severe illness or a percentage of the account value each year.
How do I Sign Up?
For personalized assistance, book an appointment with me. I’ll guide you through the different types of annuities, help determine the best fit for your retirement plan, and ensure you make an informed decision. Schedule your free consultation today to secure your financial future.
Reviews
Real-Life Testimonials
From Satisfied Clients
Jennifer Martinez – IL
""Working with Brady has been eye-opening. I thought I had to choose between protecting my family and saving for retirement, but with the IUL strategy he designed, I’m able to do both. I’ve never felt more at peace knowing my kids will be taken care of no matter what.""
Marcus Lee – OH
""I was skeptical about life insurance being used as a wealth tool, but Brady showed me how an IUL could grow tax-free and still give me access to the money if I ever need it. He helped me structure my plan to pay off debt faster while still saving for retirement. Total game-changer.""
Sarah Johnson – Dallas, TX
""I had heard of IULs before but honestly had no idea how they worked. Brady broke it down in a way that finally made sense. Now I have protection for my family and a plan that actually builds wealth for the future. I feel confident for the first time about retirement planning.""
Reviews
Real-Life Testimonials
From Satisfied Clients
Jennifer Martinez – IL
""Working with Brady has been eye-opening. I thought I had to choose between protecting my family and saving for retirement, but with the IUL strategy he designed, I’m able to do both. I’ve never felt more at peace knowing my kids will be taken care of no matter what.""
Marcus Lee – OH
""I was skeptical about life insurance being used as a wealth tool, but Brady showed me how an IUL could grow tax-free and still give me access to the money if I ever need it. He helped me structure my plan to pay off debt faster while still saving for retirement. Total game-changer.""
Sarah Johnson – Dallas, TX
""I had heard of IULs before but honestly had no idea how they worked. Brady broke it down in a way that finally made sense. Now I have protection for my family and a plan that actually builds wealth for the future. I feel confident for the first time about retirement planning.""
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Platinum Fortune impact (PFI) is committed to serving you at the highest level with all your Annuity needs.
National Producer Number: 21431091
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Platinum Fortune impact (PFI) is committed to serving you at the highest level with all your Annuity needs.
National Producer Number: 21431091
Company
Directories
Legal