Fixed Indexed Annuity
Today’s Fixed Annuity Rates
Indexed Annuity Participation Rates
Planning for retirement is vital but can be complicated, intimidating while market uncertainty and the volatility of unpredictable losses with money you cannot afford to lose at this point in your life may cause stress and anxiety. Your retirement is not a task you complete once and cross off the to-do list, it’s a well-deserved stage of your life that you’ve been looking forward to and preparing for throughout your working years. Do you know what your savings and investments will translate to in retirement income? How are your accounts performing are you receiving the maximum performance and are you on track to an enjoyable retirement? What is an amount you think would allow you to live comfortably throughout the course/ remainder ⛵️ of your retirement? How would you live differently if your predictable income covered all of your essential living expenses and then some? Retirement should be a time for you to reap the benefits of your lifelong efforts and we can structure the perfect contract just for you. At Khatter Financial 🦚 we know retirement isn’t an ending – it’s a beginning, a new chapter 📙 for you to live out the future you have always envisioned.
With access to all the top-rated annuity companies we work with clients across the nation to find the best plans available.
Call us or complete our quote request form and we’ll be in touch shortly.
We do our homework 📋, our job is to shop around and get you the best value.
So you can enjoy the lifestyle you envision, your strategy must also address potential events that could negatively affect your finances. Annuities are then customizable to fit your retirement goals and needs. The amount of income you receive is based on the accumulated value and depends on several factors including your age, gender, premium amount and your chosen payout option as well as any added riders and guarantee periods.
Can we do an illustration together?
https://www.askebsa.dol.gov/lia/ = Lifetime Income Calculator. Contact us for assistance.
https://www.finra.org/investors/investing/investment-products/annuities#overview = FINRA Annuity Information. Contact us for assistance.
https://www.tdi.texas.gov/pubs/consumer/cb078.html = Texas Annuity Purchaser’s Guide. Contact us if you have any questions, concerns or need assistance.
https://www.finra.org/investors/insights/complicated-risks-and-rewards-indexed-annuities = Risk/ Rewards of Indexed Annuities. Contact us for assistance.
https://www.acli.com/-/media/acli/public/files/pdfs-public-site/public-public-policy/guarantee-associations-faq.pdf = State Guaranty Association’s will cover up to $250,000 in annuity benefits if the insurance company becomes insolvent.
https://www.dol.gov/sites/dolgov/files/ebsa/about-ebsa/our-activities/resource-center/publications/401k-plans-for-small-businesses.pdf = We can setup an employer-sponsored retirement plan (401k) for your business. Contact us for assistance.
https://www.ncoa.org/adviser/estate-planning/how-to-make-a-will-without-a-lawyer/#:~:text=One%20free%20option%20is%20creating,or%20any%20other%20third%20party. = You need a Will as it’s an essential estate planning document. Contact us for assistance.
https://khatterfinancial.com/buildprofile/ = Please finish this assessment and we can make a suitable recommendation and build you an insurance/ annuity profile. In less than 15 minutes of your time we can get you a better rate, plan and more coverage.
