Maximize & Protect Your Retirement Wealth With Secure Annuities
The Benefits of an Annuity
Key Benefits:
- Growth Annuity or Income Annuity
- Most products show 7%–10% growth
- Tax-free growth
- 100% risk-free from market drops
- No cost to the client — no management fees
- Direct-to-beneficiary (avoids probate)
- Potential Bonus on deposits
- Protected from nursing home spend-down (Title 19)
- Athene Annuity & Life is one of America’s top A+ rated FIA companies
Key Benefits:
Annuity Questionnaire
To recommend the best annuity option, we gather important details about your current financial situation, goals, and retirement plans.
Questions:
Retirement Accounts:
Do you have a 401(k), 403(b), Traditional IRA, or Roth IRA? Approximate value?Investments:
Do you have money in stocks, mutual funds, bonds, CDs, or money market accounts? Approximate value?Performance Satisfaction:
Are you happy with current returns?
Are asset management fees affecting your growth?
(Our annuities have zero hidden fees.)Risk Tolerance:
How much money can you afford to lose?Longevity Concerns:
Are you worried about outliving your money?Your Goal:
Do you want:Protected monthly income (like a bonus on top of Social Security)?
ORMaximum growth to pass on to heirs with minimal withdrawals?
Interest Check:
If you could grow your money guaranteed, with zero downside risk, Title 19 protection, and no probate, at no cost, would you be interested?Statements Required:
Please provide your most recent financial statements so we can analyze and present the most secure, profitable option for your retirement dollars.
Protect Your Retirement With Confidence.
Get a personalized annuity recommendation based on your goals and financial situation.