In a world of market ups and downs, wouldn’t it be nice to have at least one thing you could count on? That’s exactly why more people—from everyday retirees to high-net-worth athletes like Shaquille O’Neal—are turning to annuities as part of their long-term plan.
Take this real-world scenario:
Meet Susan, age 68.
She recently retired after a 35-year career in education. While she had a modest pension and some savings, she worried it wouldn’t be enough—especially if she lived into her 90s or needed long-term care. Her biggest fear? Becoming a financial burden to her kids.
That’s where an annuity came in.
By reallocating a portion of her IRA into a fixed indexed annuity with a lifetime income rider, Susan secured guaranteed income for life and added an optional long-term care benefit. Now, she sleeps better knowing her future is protected—no matter what the market does.
âś… Tax-deferred growth
✅ Lifetime income you can’t outlive
âś… Optional long-term care riders
(DID YOU KNOW?…70% of people over 65 will need some for of LTC in their life.)
âś… Peace of mind for you and your loved ones
Annuities aren’t a one-size-fits-all solution, but when used strategically, they can be a game-changer to a comprehensive retirement plan.
👉 Curious if an annuity is right for you? Schedule a free consultation with me today to learn more about annuity insurance contracts!Â
