Wealth Preservation Associates
407 593 2243
Providing Health Insurance,
Life Insurance and Annuities for the St. Cloud, Kissimmee,
Osceola, Orlando and Central Florida areas.
Osceola Business Partners
Call today for
Wealth Preservation Associates Annuity
services include: Lifetime Income, Deferred Annuity, Single
Premium Indexed Annuity, Bonus Annuities, Period Certain Payouts,
Guaranteed Death Benefit, Fixed Annuity, Fixed Index Annuity,
Immediate Annuity, Probate Avoidance
Our commitment is to the Client...
Having income for a lifetime has become critical when folks
live for 30 years or more in retirement. At age 60 we do not
always plan for income at age 90!
For Retirement Income
We provide a safe haven for secure
retirement income. In fact we provide the only vehicle where
your money will grow and provide competitive returns without
significant risk (Indexing), you will have access to your money
(Liquidity), Tax Advantages (Deferred), Transfer of Wealth (Probate
One solution is Single Premium Indexed Annuity (SPIA).
It offers all of this and more. There are many other options,
and all we need to help you is your time.
Why an annuity? I am asked this
question by every client, and I enjoy the opportunity to have
The first and most powerful reason is
lifetime income. Sadly most folks do not even crack
a smile when I deliver this most powerful of benefits to them.
For some reason most people truly believe what they already
have stowed away will provide their income for life. In many
cases that is wishful thinking. If you have $200,000 in an
IRA and start taking your payments at age 65 using the 4%
rule there is a good chance that money will not get you and
your spouse through for the remainder of your life. If both
of you live into your nineties, if there is a severe market
downturn, if either or both of you require long term care
that money will be gone before you are. With an annuity
the income stream can be guaranteed for life and for both
There are so many other benefits that
most annuities have that they require a face to face
appointment to identify them all. Penalty free withdrawals
makes accepting a surrender period manageable. Bonus annuities
provide a jump start to the earning power right from day one.
Interest compounding allows your earnings to grow without
paying taxes until you start withdrawing the money.
These and so many other benefits like
death benefits for beneficiaries, period certain income payments
so you do not forfeit your money if the annuitant dies, probate
avoidance can make for a quick and simple distribution
to your beneficiaries.
These are just some of the reasons
why an annuity can be the right answer for your retirement