Annuities play a very important role in retirement planning, enabling your clients to save money and taxes while eliminating the fear that they will outlive their savings. There are many kinds of annuities – some tailored for income, some for future growth, and some as savings vehicles depending on their income and investment needs.
Cassani & Associates Insurance Services offers both deferred, single premium immediate and indexed annuities from the highest rated insurance carriers to help you provide your clients with the best option to fit their needs.
Do you have the following?
– Clients that are earning little to no interest on their liquid savings?
– Clients that have taken large losses in the stock market in both their qualified and non-qualified accounts?
– Clients that are concerned they may outlive their retirement assets and are also concerned their pension and Social Security income is vulnerable?
– Clients interested in tax deferral vehicles?
Annuities may provide solid solutions for these concerns.
Show your clients a way to earn higher interest rates than bank CDs or deposits and earn interest on a tax deferred basis. Annuities combine safety with liquidity which provides a powerful tool for your clients when seeking safe reliable returns on their investments and the ability to withdraw 10% or more per year free of surrender charges. Annuities provide a choice of interest rate guarantees and are the only investment vehicle that can provide an income stream which cannot be outlived.
We partner with industry-leading carriers for annuities:
Cassani & Associates Insurance Services is positioned to support you and your clients through the changing times of the global economy and financial services industry.
As a member of RGroup, we have our own Annuity Center Sales Director, David LaPenna, so please contact him or us today for more information or click on the Rate Watch link for current annuity rates.