Annuities are a strategic tool designed to provide a reliable stream of income throughout your retirement. At CasaSanta Financial Services, we understand the importance of finding the right annuity to fit your unique needs and goals. Whether you’re seeking guaranteed income, tax-deferred growth, or a combination of both, we offer a range of annuity options tailored to your preferences.
We work closely with you to assess your financial situation and help you select the annuity product that best aligns with your retirement objectives. From fixed annuities that offer a predictable income stream to variable annuities that provide investment flexibility, we’ll guide you through the decision-making process with clarity and confidence.
Though not all insurance companies offer the same feature, here are some key things to consider:
2. “Zero” is your hero.
If the linked index you chose has a down year, you will not lose money due to market volatility.
3. Guaranteed lifetime income rider.
For an additional fee at the time of purchase, you can design your annuity as a certain time to begin paying a fixed amount each year in income to you.
4. Beneficiary payments.
If you structure your annuity to allow for income payments to continue to your spouse or other beneficiary after your death, that beneficiary can choose the death benefit balance, if one is available.
With our commitment to transparency and client-centric service, you can know that we have your best interests at heart. Let us help you navigate the complexities of annuities and build a solid foundation for your financial future.
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CasaSanta Financial Services
6913 Beamish Place
Suite 317
Charlotte, NC 28227
Phone: (704) 451-7020
John@CasasantaFinancialServices.com
