In order to fully understand how these types of products vary, it is important to know specific details and features within each contract.
It is also very important to grasp asset classes and the basic principles of asset allocation before purchasing an annuity.
Asset Class Example: Liquid assets, Short term, Mid-Term and Long Term Investments.
The right Fixed Indexed Annuity can offer a variety of benefits unlike any other financial vehicle today, and may fit into your long term or mid-term asset classes. The right annuity can provide:
A brief look inside this e-book:
Brent Meyer has spent well over a decade witnessing the financial services industry from the inside and building a network of trustworthy, independent licensed agents nationally. He owns SafeMoney.com and runs a boutique wealth planning brokerage firm in Cherry Hill, NJ - Safe Money Resource, Inc. Brent has assisted in directing billions of dollars into the right annuities. He likes to spend most of his time with his family, and he enjoys sharing his knowledge of retirement income planning and the financial industry with everyone.
"When a new product is being introduced to the market by an Independent Insurance Carrier, we take time to review and analyze everything about that product: the fee structure of the contract, the surrender period, the company’s financials, renewal rate history, service, and much more. We blueprint the product to help determine how and where it will fit into a person's overall portfolio or retirement strategy. Once we have compiled the data necessary to analyze these products, all features are then compared for overall justification. We are constantly scanning through products new and old to make sure that they are always the most competitive and beneficial for you."
President and Co-Founder
Safe Money Resource, Inc.
|"We didn’t quite know what annuities were about. We had been to lots of different seminars before and the word would be mentioned and they would brush over it and go to something else. We find that different advisors financially had their own agenda of what they wanted to do with your money. We want to get out of speculation and into something more conservative and this made sense to me."
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The education we provide here is imperative to your financial success, especially in today's economic environment. Here you will learn how to create a plan that is guaranteed to meet or exceed your immediate or distant financial expectations. We encourage you to share this academic resource with your friends and family, so that they can also empower themselves with the knowledge found here at SafeMoney.com.