|
|
|
|
Annuities are a safe form of investing for your future financial health. With the uncertainty of Social Security and the elimination of traditional pension plans, annuities are gaining momentum as an excellent vehicle in preparing for retirement.
Ask about the Allianz Bonus, it increases your money instantly!
"People are living longer, the stock market is erratic, Social Security goes only so far, and guaranteed pensions are an endangered species. Is there any safe way to make sure your money lasts as long as you do in retirement?"
Leonard Weiner, US News & World Report, October 2001
"Many of us will live beyond what was once considered the normal retirement age, surviving to celebrate our 100th birthdays and beyond. One long term consequence...is that it will become increasingly challenging to maintain decent standard of living during such a long retirement period."
Olivia S. Mitchell, Wharton School, University of Pennsylvania, June 2002
"There's a way to virtually ensure that you'll always have money coming in no matter how long you live, and that's to buy an annuity."
Walter Updegrove, Money, May 2004
"An annuity and an investment are really two different things. You don't buy an annuity just to make money. You buy it to make sure that when you're 97 years old, you have income coming in."
Prof. Olivia S. Mitchell, Wharton School of Business. Univ. of Pennsylvania
|
1) What are my retirement goals? |
6) How can an annuity help meet my retirement needs? |
|
2) When do I expect to retire?
|
7) Is there a surrender period associated with the annuity?
|
|
3) How long do I expect to live in retirement?
|
8) When will I need access to the money in my annuity?
|
|
4) Do I need supplemental retirement income?
|
9) What do I need to know about annuity fees and the companies offering annuities?
|
|
5) Do I want my retirement savings to continue to grow?
|
10) Does my financial advisor understand my retirement goals?
|
"I have had the opportunity to know Ric and the work of his company. I believe they are very professional and have the ability to help reduce benefit costs without reducing coverage."
Sean Logan, Pennsylvania State Senator, 45th District
Call today for a quote!
|
|
HealthAmerica / HealthAssurance, Aegon Insurance Group, Aetna, Allianz, Assurant, Cigna, Delta Dental,
Humana, Sirius International, IMG,
Principal Financial Group, Spectera, TransAmerica, United Healthcare,
Unum, UPMC Health Plan, Golden Rule, Highmark BC/BS and Medico
|
