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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
Sarah M.
"“I had always been cautious about retirement planning until I met Steve. He took the time to explain annuities in a way that made sense and helped me feel confident in my decisions. Thanks to his guidance, I now have a secure income stream that I can rely on, no matter what the future holds. Highly recommend Steve for anyone looking to secure their financial future!”"
Christopher P.
"“Steve’s expertise and personalized approach made all the difference for me. He listened carefully to my goals and helped me choose the right annuity product that fits my needs perfectly. I feel so much more at ease knowing my retirement is protected, and I owe it all to Steve’s professional advice and support.”"
Lisa K.
"“Working with Steve was a game-changer for my retirement planning. He explained complex concepts with patience and clarity, ensuring I understood every step. His genuine care and honesty made me trust him completely. Thanks to Steve, I now have a solid plan with annuities that provide peace of mind for the future.”"
Reviews
Real-Life Testimonials
From Satisfied Clients
Sarah M.
"“I had always been cautious about retirement planning until I met Steve. He took the time to explain annuities in a way that made sense and helped me feel confident in my decisions. Thanks to his guidance, I now have a secure income stream that I can rely on, no matter what the future holds. Highly recommend Steve for anyone looking to secure their financial future!”"
Christopher P.
"“Steve’s expertise and personalized approach made all the difference for me. He listened carefully to my goals and helped me choose the right annuity product that fits my needs perfectly. I feel so much more at ease knowing my retirement is protected, and I owe it all to Steve’s professional advice and support.”"
Lisa K.
"“Working with Steve was a game-changer for my retirement planning. He explained complex concepts with patience and clarity, ensuring I understood every step. His genuine care and honesty made me trust him completely. Thanks to Steve, I now have a solid plan with annuities that provide peace of mind for the future.”"
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LHG-Insurance is committed to serving you at the highest level with all your Annuity needs.
National Producer Number: 21421819
Company
Directories
Legal
LHG-Insurance is committed to serving you at the highest level with all your Annuity needs.
National Producer Number: 21421819
Company
Directories
Legal