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Important Questions
What Type of Annuity is Right for Me?
There are several types of annuities, including fixed, variable, and indexed annuities. The best choice depends on your financial goals, risk tolerance, and the level of income predictability you prefer. Fixed annuities provide guaranteed payments, while variable and indexed annuities have returns that can vary based on market performance.
How Much Should I Invest in an Annuity?
The amount to invest in an annuity depends on your retirement goals, existing savings, and anticipated expenses. It’s essential to ensure your investment balances your need for growth and your need for guaranteed income during retirement.
Can I Customize My Annuity Plan?
Yes, annuities can be tailored to fit your needs. You can choose options like adding a death benefit, selecting a guaranteed payment period, or even setting up joint annuities for you and your spouse. Customization allows you to align your annuity with your retirement strategy.
What Happens If I Need Access to My Money Early?
Withdrawing funds from an annuity early may incur penalties, especially within the surrender period. However, many annuities offer options for penalty-free withdrawals under specific circumstances, such as severe illness or a percentage of the account value each year.
How do I Sign Up?
For personalized assistance, book an appointment with me. I’ll guide you through the different types of annuities, help determine the best fit for your retirement plan, and ensure you make an informed decision. Schedule your free consultation today to secure your financial future.
More Info
Important Questions
What Type of Annuity is Right for Me?
There are several types of annuities, including fixed, variable, and indexed annuities. The best choice depends on your financial goals, risk tolerance, and the level of income predictability you prefer. Fixed annuities provide guaranteed payments, while variable and indexed annuities have returns that can vary based on market performance.
How Much Should I Invest in an Annuity?
The amount to invest in an annuity depends on your retirement goals, existing savings, and anticipated expenses. It’s essential to ensure your investment balances your need for growth and your need for guaranteed income during retirement.
Can I Customize My Annuity Plan?
Yes, annuities can be tailored to fit your needs. You can choose options like adding a death benefit, selecting a guaranteed payment period, or even setting up joint annuities for you and your spouse. Customization allows you to align your annuity with your retirement strategy.
What Happens If I Need Access to My Money Early?
Withdrawing funds from an annuity early may incur penalties, especially within the surrender period. However, many annuities offer options for penalty-free withdrawals under specific circumstances, such as severe illness or a percentage of the account value each year.
How do I Sign Up?
For personalized assistance, book an appointment with me. I’ll guide you through the different types of annuities, help determine the best fit for your retirement plan, and ensure you make an informed decision. Schedule your free consultation today to secure your financial future.
Reviews
Real-Life Testimonials
From Satisfied Clients
Suzanne R. - TX
"Julie was a godsend to me assisting me with an unbiased opinion and recommendation based on my specific needs. I found it reassuring to have written documentation about everything we discussed, which served as my personal roadmap and that I could contact her and her team with questions as they came up."
Larry G. - TX
"Bauer Insurance Advisors contacted me prior to my 65th birthday. After attending one of their local Medicare Informational Seminars, I scheduled an in-home visit. They were patient with my lack of understanding of Medicare and documented each decision as we went. So far, I'm happy with my plan. Highly recommend!"
Alberto G. - TX
"I was able to utilize the services of Bauer Insurance Advisors to save money on my Medicare Supplement. I took this savings and rolled it into an Indemnity plan and now have additional coverage and feel like I'm better proteced."
Reviews
Real-Life Testimonials
From Satisfied Clients
Suzanne R. - TX
"Julie was a godsend to me assisting me with an unbiased opinion and recommendation based on my specific needs. I found it reassuring to have written documentation about everything we discussed, which served as my personal roadmap and that I could contact her and her team with questions as they came up."
Larry G. - TX
"Bauer Insurance Advisors contacted me prior to my 65th birthday. After attending one of their local Medicare Informational Seminars, I scheduled an in-home visit. They were patient with my lack of understanding of Medicare and documented each decision as we went. So far, I'm happy with my plan. Highly recommend!"
Alberto G. - TX
"I was able to utilize the services of Bauer Insurance Advisors to save money on my Medicare Supplement. I took this savings and rolled it into an Indemnity plan and now have additional coverage and feel like I'm better proteced."
Looking for a First-Class Annuity Consultant?
Bauer Insurance Advisors LLC is committed to serving you at the highest level with all your Annuity needs.
National Producer Number: 20970517
Company
Directories
Legal
Bauer Insurance Advisors LLC is committed to serving you at the highest level with all your Annuity needs.
National Producer Number: 20970517
Company
Directories
Legal