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 or your lifestyle. 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. You can diversify, capitalize on dynamic rebalancing, and trade your portfolio as your needs change without any fees or any tax consequences.

Many annuities are low cost, have no charges or fees upfront and can allow up to a RMD friendly 10% withdrawal each year penalty free. 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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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

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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? 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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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

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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)Mutual FundExchange-Traded Fund (ETF)Wrap AccountOther Account

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Current Financial Institution/ Financial Services Professional/ Broker-Dealer

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Carrier Preference?

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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

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Investment Objectives (Select all that apply)

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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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