Immediate annuities have their place, but they’re not for everyone. If you would prefer to keep control of your lump sum and have access to up to 10% of it annually without penalty, PLUS you want the ability to “turn on” and “turn off” a lifetime income stream, an insured lifetime income rider on a secure fixed index annuity can be an effective answer. This video reviews the basics of how income riders work. They make an excellent addition to the more advanced forms of Fixed Index Annuities, also known as “equity index”, “hybrid”, or “new generation” annuities in the past. Can be used for IRA money (both Roth and Traditional) or just regular non-IRA assets. This is the wave of the future, available now.
Steve Jurich of IQ Wealth Management | ESureAnnuity.com | 7702 E. Doubletree Ranch Road, Suite 300, Scottsdale AZ 85258
Licensed Independent Agent. Allianz, American Equity, Prudential, Met Life, AARP, Lincoln National, Pacific Life, New York Life, and Jackson National
Serving Mesa, Scottsdale, Chandler, Tempe, Gilbert, Sun Lakes, and Greater Phoenix Area
