Annuity Sales People May Make Some Bold Promises…
But Are These Products As Good As They Claim?
In this report you will learn about the different types of annuities, as well as the Pros and Cons of each.
You'll also learn how each type works and which to use pre and post retirement, all in an unbiased way so you have the information you need to make the best decisions for your retirement.
Annuities... The Pros and Cons
Learn How Annuities Work and Which You Should Consider In This Special Report
In This Guide You'll Discover
The Various Types of Annuities and the Pros and Cons of Each
The Difference Between Immediate, Fixed, Indexed, and Variable Annuities, Which May Be Right For You, and Which to Avoid
How Annuities May Be Used to Potentially Reduce the Risk of Out-Living Your Income
And much, much more!
In This Guide You’ll Discover
The Various Types of Annuities and the Pros and Cons of Each
The Difference Between Immediate, Fixed, Indexed, and Variable Annuities, Which May Be Right For You, and Which to Avoid
Strategies to Help Determine The Types of Annuities That Best Fit Your Unique Investment Goals & Objectives
How Annuities May Be Used to Potentially Reduce the Risk of Out-Living Your Income
And Much, Much More!
I'd like to know more about annuities and how to decide if they are right for me!
Copyright © 2019 | The Wehrly Group | All Rights Reserved
Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC Registered Investment Advisor. Securities offered through TD Ameritrade Institutional, located at 5010 Wateridge Vista Dr., San Diego California 92121, (800) 431-3500. SageGuard Financial Group, LLC is neither an affiliate nor subsidiary of TD Ameritrade Institutional and does not provide tax or legal services.
The information provided in these materials is for illustrative purposes only. Opinions, forecasts and recommendations are solely those of TWG. The projections used, including inflation rates and investment rates of return, are estimates only and in no way guarantee future performance. The assumptions and calculations are estimates and are meant to serve solely as a guideline. If any assumptions used in these materials are not realized, then the calculations will be inaccurate. There is no express or implied guaranty or warranty that any result shown will be achieved. Any statements or recommendations regarding annuities are solely those of TWG. Annuity guarantees are based on the claims-paying ability of the issuing insurance company. Annuity rates of return are based upon annuity contracts that are currently available in the marketplace. Actual rates of return will depend upon the specific terms of the annuity contract entered into between the client and insurance company. Rates of return on certain fixed indexed annuities may be calculated differently than the relevant market index and result in a lower return. Certain annuity features may require additional conditions and costs, and surrender charges for early withdrawals may result in a loss of principal. Withdrawals of earnings may be subject to ordinary income tax and, if taken prior to age 59 1/2, may be subject to a 10% federal tax penalty.
TAX ADVICE DISCLOSURE: To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this document is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code, or (ii) promoting, marketing, or recommending to another party any transaction or matter that is contained in this document.