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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
Jessica M.
""I always thought retirement planning was overwhelming, but Kimberly broke everything down in a way that made sense. She helped me roll over my old 401(k) into a secure plan, and now I have guaranteed growth without market risk. I feel so much more confident about my future!""
Matt R.
""As a self-employed entrepreneur, I never had access to traditional benefits. Kimberly set me up with the perfect life insurance policy and a tax-free retirement strategy that gives me peace of mind. I only wish I had met her sooner!""
Sarah R.
""I wanted to offer my employees health and retirement benefits but didn’t know where to start. Kimberly customized an affordable group benefits package that helps me take care of my team while also saving on taxes. The Legacy Connection is a game-changer for small business owners!""
Reviews
Real-Life Testimonials
From Satisfied Clients
Jessica M.
""I always thought retirement planning was overwhelming, but Kimberly broke everything down in a way that made sense. She helped me roll over my old 401(k) into a secure plan, and now I have guaranteed growth without market risk. I feel so much more confident about my future!""
Matt R.
""As a self-employed entrepreneur, I never had access to traditional benefits. Kimberly set me up with the perfect life insurance policy and a tax-free retirement strategy that gives me peace of mind. I only wish I had met her sooner!""
Sarah R.
""I wanted to offer my employees health and retirement benefits but didn’t know where to start. Kimberly customized an affordable group benefits package that helps me take care of my team while also saving on taxes. The Legacy Connection is a game-changer for small business owners!""
Looking for a First-Class Annuity Consultant?
The Legacy Connection is committed to serving you at the highest level with all your Annuity needs.
National Producer Number: 4569096
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Directories
Legal
The Legacy Connection is committed to serving you at the highest level with all your Annuity needs.
National Producer Number: 4569096
Company
Directories
Legal