Month: July 2022

How Do You Set Up a Fixed Index Annuity? (And What Do You Get Back?)

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Understanding More About Fixed Index Annuities with Income Riders

We’ve told you previously about the one key reason why people decide not to purchase a fixed index annuity with an income rider as part of their overall retirement income plan. It’s not because of surrender charges, fees, or lower returns. It’s because the benefits of a fixed index annuity with an income rider simply sound too good to be true. Of course, they’re NOT, and you can read more about that here if you need a refresher.

So, let’s assume you’re ready to move forward with your fixed index annuity with an income rider – where do you start and how, exactly, does it work? We’re here to walk you through it.

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The Next Step to Enhance Your Financial Security: A Second Opinion

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When You’re Retired, You Need to Ensure Your Finances Are on Track

With the articles we publish here on our blog, many of which are based on content in our book Momma’s Secret Recipe for Retirement Success, we hope to take you down the path of “financial enlightenment.” We do it because some of the facts and strategies we share may be the complete opposite of what you have been told before. We want you to think differently – and to plan your retirement differently – because you have no other option than to succeed.

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