DON’T LOSE YOUR INCOME

Annuities are the contracts between you and the insurance company that allow you to accumulate more wealth with guaranteed rates of return and avoid market risk. The Insurance Hub’s experienced agents will determine if this is a good option for you and will find the highest rates.

Check out Cesar on ABC’s The Suncoast View, Discussing Annuities

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CREATING A PLAN FOR THE FUTURE

If you’re saving or approaching retirement, annuities are a great way to get your finances in order while providing asset protection. There are different types of annuities, each with unique features to aid in reaching your financial goals.

What exactly are annuities?


These are insurance contracts that make ongoing payments to you now or in the future depending on how you have them set up. They are designed to give you guaranteed income or can protect your retirement savings. For most individuals, annuities provide three things:

  • Payments for a specific duration of time.
    These payments can occur over the span of your life or a designated person.
  • Death Benefits.
    If you transition prior to receiving payments from the annuity, the beneficiary receives a designated payment.
  • Tax-deferred growth.
    This income is tax-free until the money is withdrawn.

discussing-annuity-options

LEARNING THE BASICS

No one knows how long they are going to live or how much money they need because the economy is never predictable. We help you understand the basics of annuities to create a strategy for your retirement that keeps you worry free. Fixed, variable and indexed annuities all have their differences. That’s why we help assess your retirement income plan, use the tools to help implement the plan, and provide guidance for maintenance and management.

It is always advisable to utilize the expertise of a professional when retirement planning. Our team is ready to help!

understanding-annuities

Why People Buy Annuities

Welcome to the annuity arena, where amidst the debate, lies a hidden treasure trove of potential benefits! Most experts agree that everyone should have a guaranteed income stream for “needs” or mandatory living expenses, while any “wants” such as travel, a new car, etc. can be funded separately. Guaranteed income for life generally includes Social Security, pensions (if you’re lucky enough to have one), and annuities.  While the skeptics have their valid concerns, let’s shine a spotlight on the often-overlooked perks that annuities can bring to the table.

Yes, annuities can be complex creatures, but within their intricacies lie a world of opportunities. Here’s why your planner’s aversion might warrant a second look:

  • Steady Income Stream:
    Imagine the comfort of knowing that no matter what, a check will arrive like clockwork every month – that’s the beauty of annuities. For retirees craving stability and predictability, annuities offer the peace of mind of a guaranteed income stream that can last a lifetime.
  • Safety Net in Uncertain Times:
    Market volatility keeping you up at night? Annuities provide a safe harbor amidst the storm. With fixed and indexed annuities, your principal is shielded from market downturns, offering a refuge of stability in turbulent times.
  • Tax-Deferred Growth:
    This income is tax-free until the money is withdrawn.
  • Tailored Solutions:
    One size does not fit all – and annuities get that memo loud and clear. Whether you’re looking for a steady stream of income in retirement, protection against longevity risk, or legacy planning for your loved ones, there’s an annuity out there with your name on it. With customizable features and riders, you can tailor your annuity to fit your unique financial goals and circumstances.
  • Lifetime Protection:
    Longevity risk – the fear of outliving your savings. It’s a valid concern, but annuities offer a solution. With options like immediate annuities or longevity annuities, you can ensure that no matter how long you live, you’ll never outlive your income. Now that’s what we call financial peace of mind.
  • Long-Term Care Containment:
    Annuities can also include long-term care provisions. This is a big advantage, as it allows you to combine long-term care insurance with a guaranteed income stream. This dual benefit can provide financial stability and peace of mind, knowing that your long-term care needs will be covered without depleting your other assets.

While annuities may have their fair share of critics, they also boast a repertoire of benefits that shouldn’t be overlooked.

From guaranteed income to tax advantages and customizable solutions, annuities can play a vital role in a well-rounded retirement strategy.

So, if you have any of these benefits of annuities (or several of them) remember to consider the whole picture. Yes, they’re not without their complexities and drawbacks, but for those seeking stability, security, and peace of mind in retirement, annuities can be a valuable tool in the financial toolbox.

In the end, it’s about finding the right balance – weighing the pros and cons, understanding your priorities, and crafting a plan that aligns with your vision for the future.  So, embrace the adventure, and may your retirement be as fulfilling as it is financially secure!

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