Estate Planning Insurance Considerations

INSURANCE PLANNING COLLECTION

Annuities

List of Services

Annuities

There are several different types of Annuities, all with different functions and purpose. If your goal is protecting what you have, then you could consider a fixed or fixed indexed annuity. They provide potential to grow your savings or create a guaranteed stream of income you can't outlive, while protecting your principal at the same time. A fixed annuity is a type of insurance contract that promises to pay the buyer a specific, guaranteed interest rate on their contributions to the account. While an indexed annuity is a type of annuity contract that pays an interest rate based on the performance of a specified market index, such as the S&P 500. Both types of annuities can function as a bond alternative inside of your portfolio for the portion of your assets you want to keep safe from risk of market declines.

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Estate Performance Advisors L.L.C. is not licensed to sell insurance products. Any recommendations for insurance products may be offered through Estate Preservation Agency Inc. Neither corporation is affiliated or endorsed by the IRS, Social Security Administration or any governmental agency. All logos as displayed herein are not intended to imply any endorsement by the owners of such logos of Estate Performance Advisors. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.