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A Closer look at tax-free strategies…
You could provide an income tax-free death benefit for the people who depend on you?
You could defer taxes as your accumulated cash value grows?
You could potentially access that cash value using income tax-free policy loans and withdrawals, to use for retirement income or other needs?... Read More
While the current low-interest environment is great for mortgages and other debts we may hold, it can mean something different for our retirement savings. Whether you’re just getting started with a 403(b) or 457(b) Plan – or have been contributing to one for a while – now is the time to consider selecting a Fixed Indexed Annuity (FIA) as one of your allocation options if your plan offers one...Read More
What is a Fixed Indexed Annuity?
Financial & Retirement planning by age
Retirement at any age
65+ Years old
With Technology and medical advancements we are living and working longer, there's no better time to get a plan in place.
50-65 Years old
With retirement looming, it's an important time to focus your efforts in planning for retirement and reaching your financial and retirement goals.
35-50 Years old
These can be the best years to setup a financial place that makes sense and brings peace of mind in knowing you've secured your future cashflow in retirement.
20-35 years old
With retirement years away, it might be the last thing you are thinking of, certain steps can be taken today to maximize your retirement and stability for tomorrow
How It Works ?
We have a simple 3 step process that helps walk you through the process, Step 1 is to Request a free no-pressure quote, you'll receive current rates of growth and get more information on the companies we believe can help you. Step 2 is to consult with a professional on your specific case, this can be done in person, by phone and/or Zoom video chat, usually takes 20-30 minutes to establish your needs and strategize your future goals. Step 3 is to receive the policy, this is where your agent will sit with you and explain your policy, expected growth and notify your beneficiaries of what to do if needed. This process is simple
Request a free quote and discover current rates and companies.
Consult with a professional to discover your ideal financial plan and start the process.
Your Agent will Deliver your policy, explain how it works and notify your beneficiaries.
Why Choose Us?
Our network is comprised of A+ Rated companies by BBB with An AM Best A+ financial strength rating.
With 30 years of experience in providing financial advice, Annuitiesfoundatino.org provides information you can trust!
Our Network partners are independent and will find you the best products and rates based on your needs!
What Our Client Say
With 30+ years of experience in the industry, you can trust the annuities foundation for all of your financial and retirement needs. Wheter your'e planning for retirement soon or it's years away the annuities foundation can help with rates from multiple carriers. Here's what previous users had to say about the annuities foundation organization.
They helped me identify my needs and put me in contact with a professional local agent to set up a customized retirement strategy with tax benefits and lifetime income!
The Annuities foundation has been a huge help in educating me on my options, they even set me up with a local agent to strategize for my needs with my family's legacy in mind!
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