a retirement income stream that can't be outlived
Are you a military veteran who's looking for a retirement income stream that can't be outlived? With a fixed indexed annuity (FIA), you'll know exactly how much money you'll have each month for the rest of your life.
What is a fixed indexed annuity?
A fixed indexed annuity is a contract you purchase from an insurance company that provides the opportunity to earn interest on your retirement savings based on the changes in an index such as the S&P 500® Composite Price Index. Regardless of index performance, indexed annuity contract values will not be impacted by negative index returns.
Insuring an Investment:
A fixed indexed annuity is not a stock market investment and does not directly participate in any stock or equity investment. It is an investment strategy contracted with an insurance carrier.
An End to Risk:
A fixed indexed annuity may be appropriate for those individuals who want the opportunity to capture upside potential while having a level of protection from market downturns.
Key knowledge point:
Withdrawals taken before age 59½ may incur a 10% early withdrawal federal tax penalty in addition to ordinary income taxes; withdrawals may trigger surrender charges, reduce your death benefit and contract value and may also reduce any guaranteed lifetime withdrawal benefits
Lifetime income or an enhanced death benefit may be provided through the purchase of an optional rider for an additional cost. Lifetime income may be provided through annuitization at no additional cost, and a base contract death benefit is available at no additional cost.
The SECRET to the RESCUE
The Lock & Reset Advantage
A safe, reliable option for creating lifelong financial security
The Veteran Retirement Rescue Strategy is designed using modern fixed index annuities to generate increasing lifetime income, grow your premium, and protect against market downturns while helping you navigate retirement with greater confidence
Protect Your Retirement Today.
Schedule a call with a US VetWealth Veteran Retirement Rescue qualified expert.
This material is not a recommendation to buy, sell, hold or roll over any asset, adopt a financial strategy or use a particular account type. It does not take into account the specific investment objectives, tax and financial condition or particular needs of any specific person. You should work with your financial professional to discuss your specific situation.