Fixed indexed annuities can be very useful investments. As the name implies, FIAs are fixed annuities with a rate of return linked to the performance of a stock market index (often the S&P 500). Because of this stock market exposure, they can sometimes bring conservative investors very nice returns – often, considerably better returns than the ones provided by CDs, bonds, or money market accounts. They really aren’t designed to outperform the stock markets; they are designed to outperform the fixed markets.
Is a Fixed Indexed Annuity right for you? Watch the video below to find out more.
Paul Jun
Paul is an experienced Advisor, Speaker, Trainer and General Agent in the financial services industry, helping clients make sound financial decisions in the areas of insurance and retirement planning. He is particularly focused on Safe Money retirement strategies, exploring ways to protect retirement assets, increase income, and protect against potential losses from the markets, the economy, health circumstances, taxes or other uncertainties of life.
Helping clients fulfill retirement dreams and goals is a top priority.
Insurance Options
We offer a number of insurance options that can be used to protect more than just your physical assets. They can also be used to help protect your future. Whether they are right for you depends on your unique retirement goals. Our firm helps individuals protect their retirement assets while still achieving growth by offering a variety of insurance products as part of a retirement strategy.
Income Planning
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you.
Asset Maximization
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward.
Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create.
Sequence of Returns
Understand why the ups and downs of the stock market can have such devastating affects on your retirement IF you’re drawing income.
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If you have the majority of your nest egg in the market, the timing of your Retirement Date could have a devastating impact on the quality of life you experience in your “golden years.” This report illustrates the Sequence of Returns concept, which describes how the order of losses or gains are sustained in an investment portfolio.
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155 N. Lake Ave., Suite 800
Pasadena, CA 91101
paulj@veritywg.com
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(424) 777-2303