Balanced Wealth Solutions : Serving your Retirement Planning Needs

Guaranteed 7% Return with Guaranteed Lifetime Income

Yes, you can achieve a guaranteed 7% guarantee rate of return with guaranteed lifetime income. It is a hybrid wealth – building tool called a Fixed Indexed Annuity (FIA).

Key features that make Fixed Indexed Annuities attractive as wealth building tools are:

  • The guarantee that your money will never go backwards due to downturns in the stock market
  • They lock in your gains each year; and once locked in, they can never be lost due to a downturn in the stock market
  • Some Fixed Indexed Annuities come with a Free long term care benefit which is exciting for people looking for an alternative to long term care coverage
  • Some offer a rider that for a nominal fee will guarantee you a 7% rate of return as well as a Guaranteed Lifetime Income that you cannot outlive even if you deplete your entire account value.
  • Death benefit protection for your family or beneficiaries

Clients purchase this product because they are worried about stock market volatility and the impact of a negative stock market correction on their retirement portfolios. They are tired of dismal stock market returns and need to start putting some money into safe products with guarantees. Many re-position existing non-performing IRA's and 401(k)’s and 403(b)’s into the FIA with guaranteed 7% return and Guaranteed Lifetime Income benefits because it provides them a peace of mind that they will not lose any money in that investment and will not outlive that portion of their income. It also helps them diversify their portfolios into another safe , secure product that builds and protects their wealth.

We will do an in-depth analysis of your existing portfolio to see if a Fixed Indexed Annuity is suitable for you. This will include looking at the investment returns of your existing strategies to see if a FIA can compete with what you have been receiving. While we are not securities licensed and cannot provide specific investment advise with regard to mutual funds or stocks , we will provide you the raw data to show you how a FIA compares with your existing strategies and show you how you can obtain a comparable or better rate of return with safety of principal, liquidity and guaranteed income for life.

Please give me a call or send an e-mail for more information on how you can get a 7% guaranteed return with Guaranteed Income for Life.