Custom Annuity Policy Review
Like your variable annuity, every financial asset you have has a purpose and fulfills a need. But, since change is a part of life, it’s a good idea to revisit your variable annuity in the context of your current needs and situation. Does your variable annuity still fit your strategy? Is it time to consider making some changes to help keep you on the path to your retirement?
Disclosure: Variable annuities are designed to be long-term investments and can involve charges such as administrative fees, annual contract fees, rider fees, mortality & risk expense charges and surrender charges. Fixed indexed annuities are designed to be long-term insurance products primarily designed for retirement income. Early withdrawals from an annuity may be subject to surrender charges and can impact annuity cash values and death benefits. Taxes are payable upon withdrawal of funds. An additional 10% IRS penalty may apply to withdrawals prior to age 59 ½. Annuities are not guaranteed by FDIC or any other governmental agency and are not deposits or other obligations of, or guaranteed or endorsed by any bank or savings association. When considering replacing or transferring out of an annuity it’s important to understand what costs may be incurred such as surrender charges and the loss of death and/or income benefits. The information provided is not a recommendation to buy, sell, or exchange, or replace any financial product, and it is recommended that you consult a financial professional before taking such action.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Asset Protection Wealth Management LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Investing involves risk including the potential loss of principal. Fee-based financial planning and investment advisory services are offered by Asset Protection Wealth Management LLC a Registered Investment Advisor in the State of Arkansas and other jurisdictions where properly registered or exempted. Insurance products and services are offered through Asset Protection Group, LLC. Asset Protection Wealth Management LLC and Asset Protection Group, LLC are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Arkansas or where otherwise legally permitted. Asset Protection Wealth Management LLC and Asset Protection Group, LLC are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial, legal or tax decisions.
