Your guide to the types of annuities.#financialliteracy #retirementnerds #annuities #annuity
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Comment “Bank” below to start your IUL today! 🏦 In the above example a 35 year old healthy female is setting aside $300 every other week or $600/month into an indexed universal life insurance policy. Reasons 👇 1. They will average 6-10% rate of return with guaranteed protection from stock market crashes. This means they will NEVER lose money. 📈 2. They can access their money Tax FREE at anytime in their life with no penalties. 💸 3. They have uninterrupted compounding growth. This is what all
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Annuity experiment 2026... Advantages of an annuity: 1/ Fixed income for life 2/ Certainty 3/ Reduce sequencing risk 4/ Options for death benefits and guarantees 5/ Enhanced rates for ill health / smoker status or BMI Disadvantages of an annuity: 1/ Generally less flexible than drawdown 2/ Potentially poor death benefits 3/ Rates vary often 4/ Complexity of options 5/ There’s no going back once it’s purchased What will you be doing in retirement? Will you consider an annuity? If so for all of yo
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