Protection Benefits
Fixed indexed annuities offer guaranteed* lifetime income and protect your principal. Let Mundt and Associates help secure your retirement strategy.
Guaranteed* Lifetime Income With an FIA
Would a fixed indexed annuity (FIA) be a good investment? Well, actually, an FIA isn’t an investment. It is a financial tool, but isn’t an investment because there is no risk* of suffering a loss. An FIA is an insurance product, that comes with a guarantee* of safety, and the possibility of indexed interest at a reasonable rate of return.** This is the key difference between investing money in the market, versus putting money in an FIA. Is an FIA the right choice for you? Register for one of our upcoming educational seminar events, or give us a call to learn more. We believe in educating our clients so they can make the best choices for themselves and their financial retirement strategy.
An FIA Can Offer Guaranteed* Lifetime Income
An FIA may have several significant advantages over other retirement income options. First, an FIA enables you to secure guaranteed* lifetime income. An FIA protects your principal and interest, unlike stock market-based accounts that may lose value when the market does. Given that retirees are living longer and longer, the need to protect and grow your savings is becoming increasingly significant. Are you worried that you might outlive your retirement savings? An annuity might be an option worth considering for you. Additionally, with an FIA, you have a wide range of optional benefits to select from, including income riders.
Is An FIA The Right Fit For You?
At Mundt and Associates, we prioritize educating our clients. Workers approaching retirement (or those who have already retired) should know all of their options to create the best financial strategy for themselves. To learn more about your options, and the issues you may face when creating a retirement strategy, you could attend one of our educational seminar events. These seminars are no-cost, no-obligation (meaning nothing will be sold at the event), and come with a gourmet meal (also no-cost). Enjoy some good food while we give a presentation on important topics for anyone in the process of creating a retirement income strategy. Or, schedule a one-on-one appointment with us to discuss your own situation, needs, and goals one-on-one.
