As a business owner, you know how important it is to plan for your financial future. Your company’s retirement plan can play a key role in helping both you and your employees save for the future. It can also help you attract and retain the talent you need to help your business grow. Adding an annuity option to your retirement plan is worth considering. They can help you and your employees save for retirement and are the only option that can guarantee lifetime income.
Annuities can be used to fund individual retirement arrangements, including a Savings Incentive Match Plan (SIMPLE-IRA) or a Simplified Employee Pension Plan (SEP-IRA). These agreements both provide effective ways for you and your employees to save for retirement. Keep in mind that annuities do not provide any additional tax advantages when used to fund a qualified plan. You should consider an annuity to fund a qualified plan for the annuity’s additional features, such as lifetime income options and death benefit protection.
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When you work with a financial professional, you can expect:
During your initial phone call, your financial professional will ask you questions to understand your financial goals and objectives.
After looking at your entire financial picture, your financial professional will provide you with suggestions to fill in the gaps so you can choose the products best suited for your situation.
If you're satisfied with their recommendations, they work with you to secure the products and services to help ensure your financial future.
Your financial professional can work with you over time through periodic reviews to help you monitor the strategies in place, and their capacity to continuously meet your goals.
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of life insurance protection in force as of 12/31/22
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in life insurance and annuity benefits paid in 2022