Annuities and Insurance Solutions
Insurance products can be instrumental to a balanced portfolio. Insurance company assurances may help build wealth tax deferred and even lead to what may be referred to as a "private pension."
Annuities, Variable Annuities and other insurance products may be attractive to many investors. They , may fill an important part in retirement strategy. We believe that they are best understood as an insurance product to assure income and/or tax deferred wealth building. They have an embedded insurance expense which impacts performance. In some cases, but not all, that expense is well worth the cost.
Investors would be wise to call us for a frank discussion on how annuities may, or may not, be appropriate. Many investors put a portion of their wealth into annuities to protect against out living their assets.
One of our primary goals is to develop a long-term, trusting relationship with you.
Annuities and insurance products, like many thoughtful strategies, can help you secure the future journey to retirement success.