GROW and PROTECT
...help you GROW and PROTECT your retirement income. They’re a long-term contract with an insurance company. They are conservative savings vehicles that will GUARANTEE you either immediate or future income in the form of regular payments.
When is an annuity appropriate?
At Schwartz Insurance Services we listen carefully to your concern about financial goals and risk tolerance. We offer the following annuity types from a multitude of insurance carriers:
- Traditional Fixed Annuity
- Fixed Indexed Annuities (FIA)
- Multi-Year Guaranteed Annuity (MYGA)
- Single Premium Immediate Annuity (SPIA)
- Lifetime guaranteed income annuities
Any of the above may have a vital role in your financial planning. If you have not moved some of your “living money,” or “leave behind” money from growth to guarantees, now is a good time to call for an appointment.
Stan provides personal counsel. We work with you (and your estate planning attorney if desired) to meet family, financial, and legacy objectives. 217-228-1622