ABSOLUTELY NO FEES
Yes, we already said it above, and we say it again: No fees.
EDUCATION
We are HUGE believers in education which is why we have created a vast amount of information on this website. With the Internet there is so much information “out there” most of which is confusing, conflicting or just plain wrong. Annuity Depot is your “one stop shop” for FREE information and advice relating to Annuities, Life Insurance and Long Term Care.
ANNUITY COMPARISONS
Are you in the process of buying an annuity or want a SECOND opinion from another professional? We will tell you the “good, the bad and the ugly” about any annuity that you are offered. First, we will educate you on the features, benefits and costs of the annuity just in case the other agent “forgot or overlooked” an important detail. We will also provide you with our best solution based on your specific needs so you can compare and contrast and make an educated decision armed with all the facts.
ANNUITY and LIFE INSURANCE REVIEWS
Do you already own an annuity or life insurance policy and have important questions or concerns questions but your agent has “disappeared”? We provide a free, comprehensive review: we will tell you everything you should know about your policy: the FEES that you are paying: explain the different contract values, additional Riders and benefits, Surrender Charges. We can also provide you with options to compare against your existing contract so you can be sure that you are getting the best value or benefit for your situation.
SAFETY and GROWTH
We find that most people in or preparing for retirement are not only concerned about the safety of their money in the stock market but want to know what else they can do to make their money grow when the banks are paying almost zero interest. We offer annuities that can provide 100% safety of principle but grow based on the growth of a stock market index. Gains are “locked in” each year and can never go down due to losses in the stock market index.
RETIREMENT INCOME PLANNING
Very few people have an income plan in place because no one has ever offered this valuable service. Completing an income analysis and designing an income plan that takes into account social security and other sources of income is critical. It is important because an income analysis will reveal some or all of the following:
- Is there an income shortfall now?
- Will there be an income shortfall in the future?
- In what year will the income shortfall occur?
- Will the loss of a spouse or partner create an income shortfall?
With this information we can design targeted and accurate strategies to solve these problems and ensure our Clients will have sufficient income that cannot be outlived.
info@annuitydepot.com