ROLE IN RETIREMENT PLANNING

This week’s article tells us that “Annuities play an important role in retirement planning by helping individuals guard against outliving their assets. In the most general sense, an annuity is an agreement for an entity (generally a life insurance company) to pay another entity a series of payments. While there are many types of annuities, key features can include tax savings, protection from creditors, investment options, lifetime income and benefits to heirs.” If these are some of the features you are looking for in your retirement planning, call us. We’re always here to help.

Click Here to Read Full Article

Leave a Comment

Scroll to Top

Access Your Policy

American Equity Client Portal Registration Page: Click here

Allianz Client Portal Registration Page: Click here

Reach out to us by calling (503) 908-0109 or by emailing office@GreenLineNW.com if you’d like assistance!