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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
Rick J. - Texas
"Deciding to move our retirement to an annuity was something that we only give to someone we could trust and could answer all our questions. We put all his patience and knowledge to the test! He passed!"
Emily R. - Ohio
"I can't say enough good things about the Debt Action Plan from Savage Wealth Strategies! Before starting, I felt overwhelmed by all my different debts and wasn't sure where to even begin. Casey helped me organize everything into one clear strategy that actually made sense."
Michael T. - Florida
"I recently worked with Casey at Savage Wealth Strategies to roll over my old 401(k) into a fixed index annuity. I had been sitting on my retirement account for years and wasn't sure what to do with it, but Casey walked me through the benefits, including the protection from market downturns and the bonus I received just for moving the funds."
Reviews
Real-Life Testimonials
From Satisfied Clients
Rick J. - Texas
"Deciding to move our retirement to an annuity was something that we only give to someone we could trust and could answer all our questions. We put all his patience and knowledge to the test! He passed!"
Emily R. - Ohio
"I can't say enough good things about the Debt Action Plan from Savage Wealth Strategies! Before starting, I felt overwhelmed by all my different debts and wasn't sure where to even begin. Casey helped me organize everything into one clear strategy that actually made sense."
Michael T. - Florida
"I recently worked with Casey at Savage Wealth Strategies to roll over my old 401(k) into a fixed index annuity. I had been sitting on my retirement account for years and wasn't sure what to do with it, but Casey walked me through the benefits, including the protection from market downturns and the bonus I received just for moving the funds."
Looking for a First-Class Annuity Consultant?
Savage Wealth Strategies is committed to serving you at the highest level with all your Annuity needs.
National Producer Number: 21566410
Company
Directories
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Savage Wealth Strategies is committed to serving you at the highest level with all your Annuity needs.
National Producer Number: 21566410
Company
Directories
Legal