The Annuity Revolution

The Annuity Revolution – A portfolio approach to income, growth, and liquidity

By Cathy DeWitt Dunn

A fixed index annuity is the only asset in the world that provides a contractually guaranteed lifetime income. A bond can’t do this. A Certificate of Deposit can’t do this. A Money Market account can’t do this. Owning stocks can’t do this.

Listen in to learn how Cathy and Matt can help you structure a portfolio of fixed index annuities that allows you to control your assets…and helps secure your retirement future.

An annuity portfolio can be customized to provide a smart blend of:

  • Guaranteed Income. Your income stream starts whenever you choose to turn it on –– be it tomorrow, five years, ten years or twenty years from now.
  • Principal Guarantee. You can take the fear of market downturns completely out of the equation. Coupled with the guaranteed income stream, you will not run out of money during your retirement years.
  • Liquidity.  Just about every annuity plan we offer allows you to access up to 10% of your premium, penalty-free. In addition, there are options available that offer complete liquidity with 100% return of any remaining premium.

Once you’ve listened to our podcast, be sure to contact us today to schedule a time to discuss your custom annuity portfolio plan.

Annuity product guarantees rely on the financial strength and claims-paying ability of the issuing insurer.

This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Please consult with a professional specializing in these areas regarding the applicability of this information to your situation.


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