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Up to 6-8% annual returns
Embrace returns similar to those in the market without the fluctuations and uncertainties associated with market volatility.
Up to a 20% purchase bonus
You can receive an up front bonus of up to 20% on your money when purchasing an annuity.
Guaranteed Retirement Income
Receive guaranteed income payments for life.
Don't Just Take Our Word For It
"I am sincerely grateful for the outstanding service provided by Brian at The Annuity Beaver. Faced with the challenge of managing an orphaned 401k, I decided to transition it into a safe and secure annuity with The Annuity Beaver. The results have surpassed my expectations – a consistent and impressive 12% return on my investment. To sweeten the deal, I was pleasantly surprised with a 10% bonus just for opening my account! The assurance that my investment is shielded from losses, with only gains to be expected, brings immense comfort, especially in today's volatile markets. Brian's expertise and unwavering commitment to client satisfaction have truly exceeded my expectations. I wholeheartedly recommend Brian and The Annuity Beaver to anyone in search of dependable and rewarding financial solutions. Thank you, Brian, for your exceptional guidance and service.
Sincerely, Ivan Bezich
Step 1
Complete the Contact Form
Fill out the form above to connect with a Licensed Annuity Agent to discuss your retirement needs.
Step 2
Schedule a Consultation
Schedule a consultation to discuss your financial goals, risk tolerance, and any specific preferences regarding annuities.
Step 3
Complete the Application
Based on the information gathered during the consultation, we will help you customize the annuity options to align with your needs.
What Are Annuities?
Annuities are insurance products designed to offer a sustained income over an extended period through a series of future payments. The popularity of annuities is attributable to their various advantages, making them a preferred choice for those planning for retirement, lottery winners, and recipients of structured settlements from personal injury cases. Many people also choose to roll over their orphaned 401k’s to the safety and security of annuities because of the potential growth with no downside risk.
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Long-term security
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Tax-sheltered growth
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Safe and reliable investment
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Account for longevity
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Avoid probate
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Adjust to inflation
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Care for beneficiaries
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Structure payments around planned expenses
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Maintain an affordable retirement lifestyle
Is an Annuity Right for Me?
Deciding to fund an annuity is a deeply personal choice that should be discussed with your spouse or loved ones. Seeking input from an accountant or attorney is also recommended before finalizing this decision. There are primarily two types of annuities: deferred and immediate. In a deferred annuity, your funds are invested until you choose to start withdrawals, typically during retirement. On the other hand, immediate annuities provide payments shortly after your initial investment, making them suitable as you approach retirement age. Deferred annuities accrue funds, while immediate annuities offer immediate payouts. It's worth noting that deferred annuities can be converted to immediate annuities when the annuitant decides to commence collecting payments.
When consulting with your financial advisor, consider these key questions:
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What type of annuity aligns with my financial goals?
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Have I maximized contributions to other retirement plans?
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Am I purchasing the annuity from a reputable insurance company?
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What are the associated costs and fees?
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Do I anticipate needing access to my funds before reaching 59 ½ years old?
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Who are the intended beneficiaries of my assets?
Expert Advice so you can get back to a worry-free retirement.
