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What is an annuity?
A lot of people have heard "misnomers" about what annuities are and what they aren't. The word "Annuity" actually come from Roman Times and simply means "Savings". Unlike traditional investments, a properly structured annuity can simply save your money from loss and fees. NEVER worry again that your money is going to go down when the stock market does.
Why should I put my money in an annuity?
Annuities are among the safest retirment products available in today's uncertain markets. Get guaranteed protection against market losses offered by top insurance companies.
How many years can I get income from an annuity?
A properly structured annuity, is one of the few ways to guarantee lifetime income for you and even your spouse.
How much can I earn with an annuity?
You can enjoy "market-like" returns without market-like volatility. Our average client earns consistantly between 6% - 8.5% without any losses or fees. Also, we have products that actually increase your income each year based on performance. Traditional plans start to deplete quickly once you start taking income and experience losses.
What are some of the perks for moving money into an annuity?
We offer annuity products that currently offer bonuses up to 40% on the income rider. That means if you rolled over $200K into this particular annuity, you would immediately be credited with $280K in the income portion.
What tax advantages does an annuity have?
There are several ways that a properly structured annuity can reduce your taxation once you start taking income. And better yet, it becomes almost 100% tax free upon the death of the annuity insured.
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About the Advisor
Carlos Bastardo is a U.S. Veteran who has been helping clients for ove 31 years. "As a Broker, I truly enjoy being able to have access to all of the top companies. This ensures that my clients can truly have a plan that perfectly matches their needs and concerns.