WHY GET AN ANNUITY?
Secure your financial future with an annuity, offering guaranteed income and peace of mind in retirement
Financial Security
Annuities can provide financial stability, helping you meet your retirement goals and protect against market fluctuations.
Guaranteed Income
Annuities provide a reliable stream of income, ensuring you won't outlive your savings in retirement.
Tax Advantages
Annuities offer tax-deferred growth, potentially reducing your tax liability during your working years.
MULTI-YEAR
ANNUITY
A MYGA, or Multi-Year Guaranteed Annuity, is a type of annuity that offers a guaranteed fixed interest rate for a set period of time, typically between three and ten years. It is often used as a low-risk investment option for those who are looking for guaranteed returns without the volatility of the stock market.
FREQUENTLY ASKED
Get the answers to your questions!
How do annuities work?
Annuities are financial products that offer a reliable source of retirement income, allowing you to make a lump sum payment or a series of payments to an insurance company, which then invests the funds on your behalf and provides regular income payments either immediately or at a deferred future date, providing financial security, stability, and peace of mind for consumers looking to plan for their retirement years.
What type of annuity is best?
The best type of annuity depends on your individual financial goals, risk tolerance, and retirement needs. There are various types of annuities, including fixed annuities, variable annuities, indexed annuities, immediate annuities, and deferred annuities, each with its own features and benefits. It's essential to work with a qualified financial professional who can assess your unique circumstances and help you choose the annuity type that aligns with your specific needs, providing you with a personalized retirement income solution that best fits your financial situation.
How do I get a quote for an annuity?
As a client of Jacob at unLocked Financial Solutions, you can simply reach out to him to request a quote for an annuity. Jacob will take into account your individual financial needs and goals, leveraging his expertise in annuities to provide you with a personalized quote that aligns with your retirement plans. He will guide you through the process, helping you understand the features and costs of different annuity options, and assist you in making an informed decision that best suits your unique financial situation.