Some retirees underestimate the impact a big market loss may have on the future of their income. Luckily, insurance can be used to protect more than just your physical assets. It can also be used to help protect your future. Our firm specializes in helping individuals safeguard their retirement nest eggs by offering a variety of insurance products and financial planning strategies.
With the right plan, you can potentiallyearn money with your money through the use of fixed annuities* and life insurance. Our firm can help you create a dependable and sustainable source of retirement income to be used now, in the future, or whenever you need it most.
As an independent insurance firm, we are able to shop dozens of insurance carriers to find the best rates and products to fit your specific needs. We also offer complimentary reviews on your existing fixed annuity and life insurance contracts.
Insurance products and services are offered through Senior Care Alliance. *Annuities are designed to be long-term investments. Early withdrawals may impact annuity cash values and death benefits. Taxes are payable upon withdrawal of funds. An additional 10% IRS penalty may apply to withdrawals prior to age 59 ½. Annuities are not guaranteed by FDIC or any other governmental agency. Guarantees are based on the claims paying ability of the issuing insurance company. Fixed Indexed Annuities are insurance products and not considered a security or investment. Some restrictions may apply. Call for specific details and availability.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Advisors Asset Management, Inc. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Advisors Asset Management, Inc. Insurance products and services are offered through Senior Retirement Advisors. Advisors Asset Management, Inc. and Senior Retirement Advisors are affiliated companies.
Advisors Asset Management, Inc. is a registered investment adviser in the State of Washington. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Washington or where otherwise legally permitted. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Advisors Asset Management, Inc. is not engaged in the practice of law.
Advisors Asset Management, Inc., Senior Retirement Advisors and Janet Pack are not affiliated with or endorsed by the Social Security Administration or any government agency.