He focuses on the wholistic cost of care including premiums and out-of-pocket expenses to determine how much stability and control a Retiree wishes to have for the next 35 years of Retirement. As he meets with his Clients traveling down some years through Retirement, they often ask him questions and appreciate the answers based on the ongoing relationship to assist as the years go on.
Today Mark’s time is more limited than in 2007, but he still chats with New Retirees to help show how to keep Medicare.
A fixed annuity can help you accumulate tax-deferred earnings as part of your overall retirement plan. Annuities offer the opportunity for lifetime payments and tax-deferred earnings and provide a guaranteed death benefit for your beneficiaries. All guarantees are backed by the continued claims-paying ability of the issuing insurance company.
You may want to consider investing in an annuity as part of your long-term financial strategy if:
You're in a higher tax bracket and want to defer additional income.
You've reached your deductible limit on all your retirement accounts and wish to save more for retirement.
An annuity is different from most other retirement savings vehicles. It's actually a contract between you and an insurance company. In return for making one or more premium payments, the insurance company agrees to provide you an income stream, usually during retirement. You can elect to receive payment all at once or as a series of payments, even for the rest of your life.
Simply Benefits offers free, comparative quotes on Fixed Annuities from multiple insurance carriers so you can get the best possible rate.
Want to see how much we can save you? Just request a quote to find out.