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Important Questions
Is an Annuity a Good Fit for My Retirement?
Annuities are designed to provide reliable income, helping you create a more secure and predictable retirement. They can be especially useful if you're concerned about outliving your savings or want to supplement other retirement income sources.
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
Is an Annuity a Good Fit for My Retirement?
Annuities are designed to provide reliable income, helping you create a more secure and predictable retirement. They can be especially useful if you're concerned about outliving your savings or want to supplement other retirement income sources.
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.
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Real-Life Testimonials
From Satisfied Clients
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Looking for a First-Class Annuity Consultant?
LEAD Financial Partners is committed to serving you at the highest level with all your Annuity needs.
3090 Bristol Street, 4th Floor, Costa Mesa, CA, 92626
CA License: 0K94427
National Producer Number: 17973868
Company
Directories
Legal
LEAD Financial Partners is committed to serving you at the highest level with all your Annuity needs.
3090 Bristol Street, 4th Floor, Costa Mesa, CA, 92626
CA License: 0K94427
National Producer Number: 17973868
Company
Directories
Legal