Broker Check

Are you trusting your retirement savings to your former employer?

July 05, 2020

Searching for an independent retirement savings plan? 

Are you looking to roll over your plan, what are your options? 

Why an annuity may meet your rollover needs. 

Fixed index annuities are not a direct investment in the stock market. They are long term insurance products with guarantees backed by the issuing company. 

They provide the potential for interest to be credited based in part on the performance of specific indices, without the risk of loss of premium due to market downturns or fluctuation. 

Although fixed index annuities guarantee no loss of premium due to market downturns, there may be fees and deductions from your accumulation value for any additional optional benefit riders you may choose to purchase. 

With any Annuity - YOU select the carrier. 

With an employer plan, the decision of who administrates it is already set. 

In purchasing an annuity, you can choose from a wide range of carriers that have different independent agency ratings, rates, and investment approach.  All annuities are not created equal, there are differences in fees, income, performance just to name a few of the important considerations with any annuity. You choose the product that can help meet your unique needs. There are a wide variety of annuity products available with varying features that can be tailored to help meet your overall goals. Some offer the potential for more growth, some can optimize an income stream down the road, and there are others that allow for additional premium to be deposited along the way, converting into lifetime income at a future date. 

You work directly with me, a trusted financial professional. Because the annuity is purchased through my office you have the advantage of my guidance in choosing the product and index options that might help you meet your goals.

An Annuity is owned by you. 

Unlike a savings plan offered by employers, such as a 401(k), an annuity is purchased by you. No matter your employment fluctuations or unexpected life events, a tax-deferred annuity can remain a constant in your retirement portfolio.

Take the time to explore these very attractive products designed to provide income for your lifetime, with safety, 

Call or email me today Stu Weissman to further explore your options at; or call 1-800-313-PLAN (7526).

Ca lic. #OB50521