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With fixed indexed annuities, you can have both safety and predictability.

Imagine investing for the future, knowing your principal is safe and your future income predictable.

When you purchase a fixed annuity, your principal is safe and you’ll earn a reasonable rate of return. Once you decide you need income, you can convert your annuity assets into a stream of fixed income payments that will last as long as you live.

Is a fixed annuity a good choice for you?

Here are a couple of questions that might give you an idea.

  • Will you need income payments that you cannot outlive? 
  • Do you worry when the stock market falls? 
  • Would you prefer that 100% of your principal is protected?

If you answered “yes” to all of these questions, you may want to consider adding a fixed annuity using a portion of your assets to your overall financial strategy.  Contact your financial professional to discuss it further.

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Record numbers of Americans are retiring. According to the U.S. Census Bureau, there will be over 80 million retirees by 2040. Life expectancies are on the rise – people are living longer. And a large proportion of Americans worry about market risk. They get anxious over how the stock market performs or fear potential losses.

Because of these and other reasons, some Americans have been adopting annuities as transfer-of-risk strategies. They want the guarantees associated with these contracts – particularly the assurance of lifelong income, for many annuity buyers. For those of us worried about outliving our money or other income-related risks in retirement, this raises an important question: “Should an annuity be part of my income strategy?”

It’s indisputable that many Americans desire guarantees in their financial plan, and this number continues to grow. But that doesn’t mean annuities are right for everybody. If you are wondering whether an annuity is for you, here’s a quick look at some situations you may want to consider.