Wealth Preservation Associates
407 593 2243

Providing Health Insurance, Life Insurance and Annuities for the St. Cloud, Kissimmee, Osceola, Orlando and Central Florida areas.

 


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Annuity Providers

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 this discussion.

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 lives.

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 income needs.

Annuity Providers

Allianz American Equity Aviva  North American Annuities
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 info@4wealthpreservation.com

Visit some our Annuity Providers

AllianzAllianz
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 worldwide.

AvivaAviva
Our purpose is to bring prosperity and peace of mind to our customers. We will do this by realising our vision: One Aviva, twice the value. By working together across our businesses, we will optimise our performance in the global marketplace and maximise the value we can generate for all our stakeholders.

North American AnnuitiesNorth American Annuities
For 120 years, Chicago-based North American Company for Life and Health Insurance (North American) has proven itself as a leader in protection-oriented life insurance products and services, as well as annuity plans. Servicing the life insurance marketplace since 1886, North American operates from a base of financial strength, which instills confidence in our servicing agents and their clients. North American's product line is marketed in 48 states and the District of Columbia.



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