You don’t have the Virus but your losses are still huge

You don’t have the Virus but your losses are still huge
We are receiving calls from clients fearful that their market losses are going to require them to claim social security benefits years earlier than they had otherwise planned. This has an impact on their long term income [i.e. the sooner you collect, the lower the amount monthly], but there are ways to supplement that lower income stream using savings you still have. Call us if you’d like more information on the new Covid-assistance bill that permits you to withdraw funds from some types of retirement accounts that prohibit you from purchasing an Annuity that would provide you with an income stream you can’t outlive, and moving those funds to a different retirement account where you can make that purchase. Call us if you’d like more information on this. We’re always here to help.

WEEKLY NEWS

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Educate Yourself

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Understand the Basics

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Who's who in a Fixed Index Annuity

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Understand the Benefits

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Tax Deferral

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Indexed Interest Potential

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Seven

Protection Benefits

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This commentary was created by a third-party for the Agent’s use. NTM 08-27.