Wealth Preservation Associates
Annuity services include: Lifetime Income, Deferred Annuity,
Single Premium Indexed Annuity, Annuity, Surrender Period,
Surrender Charges, Penalty Free Withdrawals, Bonus Annuities,
Period Certain Payouts, Guaranteed Death Benefit, Fixed 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
risk (Indexing), you will have access to your money (Liquidity),
Tax Advantages (Deferred), Transfer of Wealth (Probate Avoidance).
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
Wealth Preservation Associates was founded on the belief that
folks have the right to investment choices that fit their
personal needs. . In order to deliver on our promise we are
independent insurance specialists contracted with a number
of premier annuity providers. We will work with you
directly to determine if our multiple options for Fixed
Annuities and Fixed Indexed Annuities are right
for you. We understand that investment choices are very personal.
We understand that different folks have different levels of
risk tolerance. We consider our job to better understand your
needs and then offer some alternatives that might respond
to those needs. If our products do not meet those needs we
are happy to refer you to someone who can. For a free no obligation
consultation call us at 407-593-2243 or email us at firstname.lastname@example.org
Visit some our Annuity Providers
Founded in 1896 and based
in Minneapolis, Allianz Life Insurance Company of North
America (Allianz) provides annuities, and life insurance
policies in the United States. Known for innovation, performance,
and customer service, the company has become a leader in
the North American life insurance industry. Allianz products
are offered through a network of independent financial professionals.
The company is part of Allianz SE, a global financial services
group that is ranked number 20 on the Fortune Global 500
list of the world's largest corporations, based on revenue
(August 2009). Allianz SE employs nearly 155,000 people