Veteran Retirement Rescue:

create a retirement income stream that can't be outlived: using fixed indexed annuities

Are you a military veteran who's looking for a safe and reliable way to create 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. This will give you peace of mind knowing that you won't outlive your retirement savings.


Contact us today to learn more about how an FIA can help you create a retirement income stream that can't be outlived. 

why your retirement needs to be rescued

The 7 Hidden Retirement Account Risks

Fixed Index Annuities can be designed to protect against the following risks:

  • DEMOGRAPHIC RISK

  • Timing risk

  • INFLATION RISK

  • Market VOLATILITY

  • health care cost

  • living too long

  • tax risk

01

The retired (consuming) population is increasing

With less workers and more retired people, the government will have to find more money to cope with the higher benefits costs. This can cause everything from higher inflation to higher taxes. All things out of your control if you allow your retirement account to sit around and wait.


Using the Veteran Retirement Rescue strategy we help you design a fixed index annuity that reduces the impact of taxes, inflation, and all of the other risks on this list.  

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

Optional upgrades:

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 Coming Retirement Crisis

Our free ebook will quickly explain the risks that aren't been discuss in mainstream financial media. And we also show you how you can use a fixed index annuity to protect your retirement savings from all the risks described above. 

Helpful FIA Resources

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Veteran Retirement Rescue

designed by US VetWealth

 Grow and protect your retirement savings

with Fixed Indexed Annuities (FIA)

Whether you are considering continuing to grow your savings while reducing risk, creating a source of lifetime income or protecting and building a legacy for your loved ones, a fixed indexed annuity (FIA) may help.

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

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Growth & protection

100% principal protection with the potential to grow your cash value based on index performance.

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Legacy & care

Protect yourself and your loved ones with options for life’s unexpected events and likely outcomes.

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Increasing lifetime income

After you begin withdrawals, create a source of retirement income that may grow with your needs.

The SECRET to the RESCUE

The Lock & Reset Advantage

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How to Avoid the Retirement Account Risks

1. Identify the problems you want to solve from the list above.

Fixed Indexed Annuities are a great way to insure the guarantee of a stream of income in retirement. Modern improvements have increased the variables and choices to give you the best customized solution. 

2. Schedule a zoom call with a US VetWealth subject matter expert to review your assets and intentions.

We know that the best approach to understanding your retirement investment options is the simplest approach.  We offer you a free consultation to learn about you, your financial resources, and educate you on fixed index annuity and other options that may work for you. 

3. We work with you to smartly conduct transfers, rollovers, or exchanges in a tax efficient way.

Once we agree on a strategy over via email and follow on zoom calls we will develop an implementation plan to help you with the administrative process of applications, qualification and asset transfers.  

4. Enjoy that your assets a then insured against loss AND inflation so you can enjoy your wealth.

After your new fixed indexed annuity is in force you no longer have to be concerned with tracking the daily market performance of your accounts. Instead you can let it grow until you need to begin taking income, and once you do, that income will be guaranteed for life. 

Protect Your Retirement Today.

Schedule a call with a US VetWealth Veteran Retirement Rescue qualified expert. 



IMPORTANT INFORMATION:

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.