indexed annuities

Retired clients have a primary fear: Outliving their assets.

This strategy addresses that fear on two fronts: Providing a growth opportunity while creating a benefit pool to tap should they need care as they age.

Using a 70-year-old male with $300K in under-utilized assets as our example client, it’s possible to turn $300K into more than $625K by repositioning the funds. The combination of the FIA and an Annuity-Based Long-Term Care Annuity unlocks a flexible, tax-efficient solution.

Interested in learning more? Give us a call at 631-730-8262 or Click to schedule a 15 minute call

#indexedannuities #careplanning #assetbasedltc #retirementplanning