Annuities
3 Reasons for doing an Annuity: Safety, Safety, and Safety.
There are lots of great reasons to own a fixed annuity.
The main reason is SAFETY.
A Few Other Reasons
The older you get, the less benefit you get for your investment. Plus there is a greater chance of being placed in a higher risk bracket.
You NEVER LOSE money like with mutual funds, stocks and bonds. Note: Avoid variable annuities. They can be risky.
If structured properly, they can provide a guaranteed lifetime income.
Some offer additional benefits for nursing home care.
They avoid probate.
A properly structured annuity can be used to avoid creditors.
Can be structured so they can not be taken by a nursing home.
Liquidity, you have access to money without penalty. Make sure to always ask how.
Too many senior adults are invested in risky places like stocks and bonds, which can lose money. One couple told me they were relieved that they did not have to watch the financial news wondering if they might lose money today. They now have peace of mind. There are hundreds of options and I can help you determine if there is one right for you, so you too can have peace of mind. Contact me today and find out how I can help.
PHONE
Office 317.606.5426
Bob Adams 317.402.3171
Crystal Butler 812.272.5780
HOURS
Mon-Fri: 10am-5pm
Sat: by appt. only
Mon-Fri: 9am-6pm*
*Oct 1-Dec 7
Adams.ins@comcast.net
Crystal@robertadamsinsurance.com
LOCATION
23 S 8th St
Noblesville, IN 46060
Hamilton County