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Important Questions
What Type of Annuity is Right for Me?
There are several types of annuities, including fixed, variable, and indexed annuities. The best choice depends on your financial goals, risk tolerance, and the level of income predictability you prefer. Fixed annuities provide guaranteed payments, while variable and indexed annuities have returns that can vary based on market performance.
How Much Should I Invest in an Annuity?
The amount to invest in an annuity depends on your retirement goals, existing savings, and anticipated expenses. It’s essential to ensure your investment balances your need for growth and your need for guaranteed income during retirement.
Can I Customize My Annuity Plan?
Yes, annuities can be tailored to fit your needs. You can choose options like adding a death benefit, selecting a guaranteed payment period, or even setting up joint annuities for you and your spouse. Customization allows you to align your annuity with your retirement strategy.
What Happens If I Need Access to My Money Early?
Withdrawing funds from an annuity early may incur penalties, especially within the surrender period. However, many annuities offer options for penalty-free withdrawals under specific circumstances, such as severe illness or a percentage of the account value each year.
How do I Sign Up?
For personalized assistance, book an appointment with me. I’ll guide you through the different types of annuities, help determine the best fit for your retirement plan, and ensure you make an informed decision. Schedule your free consultation today to secure your financial future.
More Info
Important Questions
What Type of Annuity is Right for Me?
There are several types of annuities, including fixed, variable, and indexed annuities. The best choice depends on your financial goals, risk tolerance, and the level of income predictability you prefer. Fixed annuities provide guaranteed payments, while variable and indexed annuities have returns that can vary based on market performance.
How Much Should I Invest in an Annuity?
The amount to invest in an annuity depends on your retirement goals, existing savings, and anticipated expenses. It’s essential to ensure your investment balances your need for growth and your need for guaranteed income during retirement.
Can I Customize My Annuity Plan?
Yes, annuities can be tailored to fit your needs. You can choose options like adding a death benefit, selecting a guaranteed payment period, or even setting up joint annuities for you and your spouse. Customization allows you to align your annuity with your retirement strategy.
What Happens If I Need Access to My Money Early?
Withdrawing funds from an annuity early may incur penalties, especially within the surrender period. However, many annuities offer options for penalty-free withdrawals under specific circumstances, such as severe illness or a percentage of the account value each year.
How do I Sign Up?
For personalized assistance, book an appointment with me. I’ll guide you through the different types of annuities, help determine the best fit for your retirement plan, and ensure you make an informed decision. Schedule your free consultation today to secure your financial future.
Reviews
Real-Life Testimonials
From Satisfied Clients
Melissa Hach
"Joshua was such great help in my search for insurance. He is so patient and helpful. He answered my questions. He is so patient with all my questions. Even when I found out the dental insurance we put in I never got it and called with me in the line to make sure I got what we asked for. I could not ask for a better agent. So happy I have him for my agent. Thank you Joshua"
Kurt Milligan
"Josh was/is very patient and always open to questions. He helped us navigate our options during a difficult time and was always available, even when he shouldn't have been. If you want someone who is going to put you first, listen to your needs and find you the best option, give Josh a call."
Brett S
"Joshua went above and beyond in finding multiple policies for me and my family. He was extremely patient, informative, and personable. I highly recommend him to everyone I meet that is looking for insurance."
Reviews
Real-Life Testimonials
From Satisfied Clients
Melissa Hach
"Joshua was such great help in my search for insurance. He is so patient and helpful. He answered my questions. He is so patient with all my questions. Even when I found out the dental insurance we put in I never got it and called with me in the line to make sure I got what we asked for. I could not ask for a better agent. So happy I have him for my agent. Thank you Joshua"
Kurt Milligan
"Josh was/is very patient and always open to questions. He helped us navigate our options during a difficult time and was always available, even when he shouldn't have been. If you want someone who is going to put you first, listen to your needs and find you the best option, give Josh a call."
Brett S
"Joshua went above and beyond in finding multiple policies for me and my family. He was extremely patient, informative, and personable. I highly recommend him to everyone I meet that is looking for insurance."
Looking for a First-Class Annuity Consultant?
Clarity Health Insurance is committed to serving you at the highest level with all your Annuity needs.
National Producer Number: 19886601
Company
Directories
Legal
Clarity Health Insurance is committed to serving you at the highest level with all your Annuity needs.
National Producer Number: 19886601
Company
Directories
Legal