Welcome to Annuity Campus.com
The Annuity Experts
The #1 Senior Adult Concern is:
Not having enough money!
Two things you have no power over:
1. Taxes
2. Inflation
AARP says this about inflation: “Inflation is the reason why only 2% of those retired on a fixed income can continue their standard of living.”
Benefits of Annuities
• Tax Deferred Growth- Tax deferral means tax diminished
• Safety- Principal Guaranteed
• Avoid Probate- Funds go directly to your heirs
• Income- Life time income, income that can never be outlived
• Estate Planning- Annuities can protect assets
• Interest Income- Remove the interest as income and keep your original deposit intact
• Death Benefit- Immediate and full value to your beneficiary
• Access- 4 ways to access your money. Interest, 10% free withdrawals, annuitization, and death
Call our office if you are interesting in any of the Following:
• Preparing for retirement
• Preserving assets in retirement
• Potential Increased returns
• Transferring assets to beneficiaries
• Estate planning with Tax Advantage Resources
• Rolling over a IRA, 401K, 403b, TSA, or another Annuity
• Annuities
• Life Insurance
• Income for Life
Ask yourself these 2 questions
1. What is the purpose of your money, certificate of deposits, investments, mutual funds, and stock?
2. What would you like it to accomplish?
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