Eight Reasons to Purchase a Fixed Indexed Annuity 💵💰

Strengthen your financial health with guaranteed and tax deferred compounded interest rate growth, earnings and cash flow. You can customize your growth by choosing a suite of one or more market indexes, selecting your asset classes and flexible allocation options to create a balanced, diversified and versatile lifetime retirement income solutions portfolio 💼 that is the most suitable for your financial status, specific needs, goals and circumstances, investment objectives and experience, liquidity necessities, risk tolerance and time horizon.

Guaranteed protection of principal (Your hard-earned money), maximize growth potential with accumulation of wealth and preservation of market gains while sustaining none of the losses that your retirement has always deserved. Our primary responsibility as advisors 👨🏾‍💼 is to design a periodic, steady, reliable and durable guaranteed retirement income payment stream that you cannot outlive and to make sure your standards of living (expense of aging and reducing old-age poverty) does not decline with age. As a result you will be able to spend more confidently in retirement and redefine your means to live the lifestyle you want instead of living within them while passionately nurturing your retirement journey and wealth from unnecessary risk.

Protection from inflation, changing interest rates and taxation, market downturns and volatility, length of retirement (longevity risk) and the ability to adjust your income to meet current economic conditions, cycles, rising costs, your lifestyle or future events. Since fixed indexed annuities are not securities you do not have to follow the equity or bond markets, be concerned with the performance of your money manager or financial advisor, endure the stock market roller coaster or react to precipitous market crises.

You can elect which payout option works best for you and your spouse, survivor or beneficiaries can continue receiving payments if something were to happen to you while avoiding the costly and prolonged probate process at the same time. Be able to both safeguard and control your legacy by determining how and when to distribute to your beneficiaries. You may also add riders for enhanced living and death benefits, estate planning, long term care, beneficiary and legacy protection.

Higher rate of return than a bank certificate of deposit (CD), bonds, checking or savings account, money market, treasuries, fixed income or low yielding products.

Tax deferred payments and guaranteed death benefit. Since taxes are deferred your earnings such as income, dividends and principal can keep growing more quickly while building momentum and working for you and when you’re ready to begin taking income your account will last longer into your retirement as a result. You earn interest on your principal, interest on your interest and interest on the money you would have otherwise paid in taxes which will then provide even greater earnings potential over time and will help you offset inflation. Your interest credits will never be less than the minimum guaranteed floor. We offer well balanced diversification, automatic allocation and rebalancing or you can do it yourself and trade your portfolio as your needs change without any fees or tax consequences so you can take advantage of economic conditions and market trends.

Many annuities are low cost and have built in RMD friendly liquidity features. You can pay higher fees in exchange for a greater cap rate, participation rate as well as different rider options. Our annuities offer some of the highest guaranteed rates of return on the fixed side and most competitive indexing and crediting options in the industry. Commissions are paid directly by the insurance company and the money will never come from your own account.

Protection from bankruptcy, creditors, divorce and lawsuits.

https://www.linkedin.com/pulse/annuities-solving-problems-future-running-out-money-jay-khatter/?trk=public_post_embed_feed-article-content = Annuities – Solving Problems of the Future – Running out of Money.

https://www.linkedin.com/feed/update/urn:li:activity:6982351964294582272/ = Risks Associated with Retirement.

Khatter Financial – Insurance for Retirement

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Or call us at 1-800-975-2863. All we really need is your full name, phone number, email address, gender, date of birth and current state of residency. However the more information you provide the better you can help us make a suitable recommendation and come up with a good plan for you.

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Would you like to do a rollover/ new policy?

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How long would you like the income to last?For my lifetime (single life)For my lifetime and someone else's (joint and survivor)A set period of time (period certain) Lump sum payment/ Immediate

Or call us at 1-800-975-2863. Our primary responsibility as annuity advisors 👨🏾‍💼 is to design a periodic, steady, reliable and durable guaranteed retirement income payment stream that you cannot outlive and to make sure your standards of living (expense of aging and reducing old-age poverty) does not decline with age.

Do you have a planned retirement age?

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When would you like income payments to begin?

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Amount to Invest?

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Monthly/ Periodic Income Needed?

What is an amount you think would allow you to live comfortably throughout the course ⛵️/ remainder of your retirement? 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. Contact us for an illustration or call us at 1-800-975-2863.

Do you currently have a retirement account? Participate in a retirement plan at work/ previous employer?

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How are your accounts performing? Are you receiving the maximum possible benefit? Always review your accounts or call us at 1-800-975-2863.

Household RetirementNo Retirement MoneyLess than $100,000$100,000 – $250,000$250,000 – $500,000$500,000 – $750,000$750,000 – $1,000,000Over $1 million

Savings and investments such as 401k, IRA etc. Or call us at 1-800-975-2863. If does not apply leave blank.

Do you have any existing life insurance or annuity contracts?

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Would you like to add any riders/ guarantee period?

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Or call us at 1-800-975-2863. You may also add riders for enhanced living and death benefits, estate planning, long term care, beneficiary and legacy protection. Your beneficiary will continue to receive income payments for the remainder of the guarantee period if something were to happen to you.

Type of Retirement/ Investment Account?Fixed AnnuityIndexed AnnuityVariable AnnuityOther AnnuityBondBrokerage AccountCertificate of Deposit (CD)Keogh PlanTraditional IRARoth IRASEP IRASelf-Directed/ Brokerage IRASpousal IRAInherited IRARollover IRAOther IRA401a Plan401k plan403b plan457 planPension PlanThrift Savings Plan (TSP)Money Market AccountIndex FundMoney Market FundMutual FundExchange-Traded Fund (ETF)Wrap AccountOther Account

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Current Financial Institution/ Financial Services Professional/ Broker-Dealer

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Account Value

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Please upload your annuity/ retirement/ investment account statement 🦚

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Would you like us to perform a review/ diagnostic of your current plan/ investments?

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Carrier Preference?

• Pacific Life
• Prudential
• TIAA-CREF
• Allianz
• Jackson National
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• Athene Annuity
• Mass Mutual
• Corebridge Financial
• Other

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Indexing Option Preferences?Standard & Poor's 500 Index(S&P 500) (Default)Fixed-Rate StrategyBlackRock Endura IndexKhatter Financial 🦚 Standard & Rich 500 IndexBloomberg Commodity Index(BCOM)Barclay Hedge Fund IndexDow Jones Industrial Average Index(DJIA)Dow Jones U.S. Real Estate Index(DJUSRE)Goldman Sachs Aging of America Dynamic Balance IndexNasdaq Composite Index(COMP)Russell 2000 Index(RUT)Wilshire Index(W50000)U.S. Dollar Index (USDX)MSCI EAFE IndexInternational IndexOther Index

You can select more than one option or call us at 1-800-975-2863.

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Investment Objectives (Select all that apply)

• Growth
• Income
• Capital Appreciation
• Capital Preservation
• Safety
• Liquidity
• Dividends
• Tax Efficient

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Risk Tolerance

• 3% – 6% Conservative (30% equity, 70% bonds) (Default)
• 6% – 9% Moderate (60% equity, 40% bonds)
• 9% + Aggressive (90% equity, 10% bonds)

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