Home Page Home Page About Us Get A Quote Personal Insurance Business and Commercial Insurance  Health Insurance Customer Service Options Resources Claims Area Contact UsR. W. Moore Insurance Agency, Inc.

With so many retirement savings options available, it may be challenging to decide which plan is right for you.  An annuity is one of your options, and we can make it easy to understand.  Annuities help boost your retirement savings today and secure your financial freedom later.

Annuities are a good investment if you:

  • Need another source of retirement income
  • Want to accumulate tax-deferred income for retirement
  • Want an investment with guaranteed interest rates
  • Want to receive guaranteed income for a fixed period or income for life

An annuity is the only financial instrument that offers a guaranteed income stream that you cannot outlive. With fixed-rate annuities, you can save for retirement and minimize the risk of losing wealth due to the stock market’s volatility.

Why an annuity from Moore Insurance Group?

Annuities from our highly rated companies offer you:

  • Business retirement plans such as Simple IRAs or Simplified Employee Pension (SEP)
  • Personal retirement plans such as Roth and Traditional IRAs
  • Interest-only options
  • 10-percent free withdrawal each year
  • Immediate investment earnings without a policy fee or sales charge
  • Options to roll over qualified funds from an employer’s retirement plan, such as a 401(k), when changing jobs

Specifically, our annuity portfolio includes these plans:

  • Flexible Premium Deferred Annuity (FPDA) – Savings from an FPDA can be used as a source of retirement income or can supplement the amount you’re putting into an employer-sponsored plan. You can make scheduled or intermittent payments into a retirement savings plan, such as Traditional or Roth IRA, and the income will be available when you need it. You can start with as little as a $300 investment.

  • Single Premium Deferred Annuity (SPDA) – If you have $10,000 or more to invest, a Single Premium Deferred Annuity is an excellent choice. You may choose a guaranteed period of 3, 5 or 7 years. Depending on the amount of your deposit, first-year bonus rates are available.
  • Single Premium Immediate Annuity (SPIA) – The SPIA is an excellent choice for someone who desires an immediate source of income. You choose the payment stream that’s right for you — whether it’s payments for a set number of years or the rest of your life.

Moore Insurance Group offers different rates and returns on annuity investments. If you’re interested in learning more, give us a call at (315) 371- 4288.

Posted 4:14 PM  View Comments

Share |


No Comments


Post a Comment
Name
Required
E-Mail
Required (Not Displayed)
Comment
Required


All comments are moderated and stripped of HTML.
Submission Validation
Required
CAPTCHA
Change the CAPTCHA codeSpeak the CAPTCHA code
 
Enter the Validation Code from above.
NOTICE: This blog and website are made available by the publisher for educational and informational purposes only. It is not be used as a substitute for competent insurance, legal, or tax advice from a licensed professional in your state. By using this blog site you understand that there is no broker client relationship between you and the blog and website publisher.
Blog Archive


View Mobile Version