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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 more personalized assistance, book a policy review with our team. We’ll answer your questions, guide you through the different types of annuities, help determine the best fit for your financial roadmap, and design a plan tailored to your long-term goals.
Schedule your complimentary consultation today and take the first step toward securing your financial future with confidence.
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 more personalized assistance, book a policy review with our team. We’ll answer your questions, guide you through the different types of annuities, help determine the best fit for your financial roadmap, and design a plan tailored to your long-term goals.
Schedule your complimentary consultation today and take the first step toward securing your financial future with confidence.
Real-Life Testimonials
From Satisfied Clients
Justin Laidler
"Kaego and her team made the review process simple and stress-free. They explained everything clearly and helped me uncover options I didn’t even know I had."
Cynthia Johnson
"I’m so glad I booked my review with Kaego and her team. Their professionalism and attention to detail gave me total confidence that my financial future is in good hands."
Kelinton Bollinger
"Working with Kaego and her team was a game changer. They took the time to understand my goals and helped me make smart adjustments to strengthen my financial plan."
Real-Life Testimonials
From Satisfied Clients
Justin Laidler
"Kaego and her team made the review process simple and stress-free. They explained everything clearly and helped me uncover options I didn’t even know I had."
Cynthia Johnson
"I’m so glad I booked my review with Kaego and her team. Their professionalism and attention to detail gave me total confidence that my financial future is in good hands."
Kelinton Bollinger
"Working with Kaego and her team was a game changer. They took the time to understand my goals and helped me make smart adjustments to strengthen my financial plan."
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Elevate is committed to serving you at the highest level with all your Annuity needs.
National Producer Number: 21043929
Company
Directories
Legal
Elevate is committed to serving you at the highest level with all your Annuity needs.
National Producer Number: 21043929
Company
Directories
Legal