Retirement Protection
As you go through life, your insurance needs change.
An annuity is essentially an insurance product. With deferred annuities, the contract holder can accumulate money over a period of years (the "accumulation phase") by either making an initial deposit and watching it grow, or by making periodic deposits over time.
An annuity is essentially an insurance product. With deferred annuities, the contract holder can accumulate money over a period of years (the "accumulation phase") by either making an initial deposit and watching it grow, or by making periodic deposits over time.
There are many reasons for choosing retirement protection annuities and IUL products. The most common reason many people use annuities is for channeling their savings into a regular income stream during retirement.
Funds from Social Security and pensions may not be enough to allow you to live the lifestyle you want when you retire. Choosing a retirement protection annuity can give you an additional paycheck every month to supplement those other income sources - giving you the funds necessary to travel, pay your expenses each month, buy gifts for loved ones and more.
There are many reasons for choosing retirement protection annuities and IUL products. The most common reason many people use annuities is for channeling their savings into a regular income stream during retirement.
Funds from Social Security and pensions may not be enough to allow you to live the lifestyle you want when you retire. Choosing a retirement protection annuity can give you an additional paycheck every month to supplement those other income sources - giving you the funds necessary to travel, pay your expenses each month, buy gifts for loved ones and more.
Choose Symmetry For Retirement Protection
At Symmetry Financial Group, we understand insurance and retirement products. Rather than trying to sell you proprietary products, we work with more than 30 insurance agencies to create custom insurance policies and annuity contracts for our clients.
Would You Like to
Q: What are the advantages of Retirement Protection?
Many of the annuity and life insurance products available through Symmetry Financial Group come with guarantees that can be invaluable to those concerned about not having enough retirement income from other sources.
The best part is that choosing a product with guarantees does not mean you have to give up the potential for growth in your annuity or cash value life insurance policy.
Q: Can I afford Retirement Protection?
There are fees and expenses associated with any type of retirement planning vehicle, and retirement protection annuities and insurance products are no different.
When you work with Symmetry Financial Group to explore retirement protection options, we'll explain the fee structure of various products and answer any questions you have to help you make an informed decision.
Q: Do I qualify for Retirement Protection?
Most annuities used for retirement protection are "guaranteed issue" products that require no underwriting, so nearly everyone qualifies.
Q: When should I buy Retirement Protection?
When you are saving for your retirement, the best time to buy retirement protection through annuities or life insurance is now.
Most people purchase an annuity before they reach retirement age. Annuity products often come with surrender charges for a period of time after making the initial purchase, so it's important to understand how each policy you are considering treats withdrawals, especially in the early years of the contract.
Our eight core values are the
driving force behind everything we do.
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• Mortgage Protection
• Final Expense
• Term Life Insurance
• Universal Life Insurance
• Disability Insurance
• Critical Illness Insurance
• Retirement Protection
Leland Shultz
The Shultz Group
Norfolk, VA
Phone: 757-354-2030
No agent’s success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and no particular results are guaranteed. Your level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system and engage with our lead system, and the insurance needs of the customers in the geographic areas in which you choose to work.
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