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Don't believe for one minute that financial planning is only for people with a lot of money. The average person can protect his or her family, gain wealth, and plan for a comfortable retirement!
What is an Annuity?
This increasingly popular
financial product represents a safe,
secure, flexible, tax-advantaged investment
vehicle for many. Contact Doug to help you
decide if an annuity is the right investment for you.
Annuities are very similar to CDs offered by banks. Insurance companies, much like financial institutions like banks, offer different rates and returns on annuity investments.
Advantages of Annuities:
All annuities have three primary advantages: Tax Deferral, Avoidance of Probate, and a Guaranteed Income (optional) for a fixed period of time, or income for life.
More specific reasons to invest in fixed and immediate annuities:
- You need to safely create wealth for your heirs
- You need tax-deferred growth
- You need your principal and interest guaranteed
- You need your heirs to avoid probate upon your death
- You need an increased death benefit
- You need stock-market linked gains without the downside risk
- You have money that is designated for inheritance
- You do not need more than 10% liquidity annually
Types of Annuities...
- Immediate Annuities
- Fixed annuities
- Equity-indexed Annuities
- Variable Annuities
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Sound Financial Concepts
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"A Doug Holmes Company"
P.O. Box 8880
Tacoma, WA 98418-0880
Local: 253 272-1114
Toll Free: 800 473-5495
Fax: 253 476-1136
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