Annuities

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We value your privacy. We never sell,
share or rent your info.

Have questions? Text 814-667-5590

HERE'S WHAT YOU'LL RECEIVE!

WHAT'S IN THE GUIDE!

Lack Of Research
Not thoroughly understanding the annuity product leads to costly decisions.

Inflation
Failing to account for inflation diminishes purchasing power over time.

Overcommitting
Locking too much money into an annuity limits liquidity and flexibility.

Taxes
Not considering tax implications can lead to unexpected financial burdens.

Annuity Type
Selecting the wrong annuity type can misalign with retirement goals.

Health Status
Failing to consider life expectancy when choosing an annuity can reduce benefits.

Diversification
Putting all eggs in one basket with annuities can increase risk.

Spousal Benefits
Neglecting to add spousal benefits can leave a spouse unprotected.

Procrastinating
Delaying annuity purchases can lead to missed opportunities for better terms.

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Unlock Your Retirement
11898 Arrowhead Way
Mount Union, PA 17066

855-865-6250

www.unlockyourretirement.com

info@unlockyourretirement.com

Unlock Your Retirement
11898 Arrowhead Way
Mount Union, PA 17066

855-865-6250

www.unlockyourretirement.com

info@unlockyourretirement.com

Fee-based financial planning and investment advisory services are offered by WealthKare.com, Inc. – a fiduciary firm registered with the Securities and Exchange Commission. Insurance-related consulting, products, and services are offered through American Assets Financial Corp. WealthKare.com, Inc. and American Assets Financial Corp. are affiliated companies. The use of the term “tax-free” is limited to the federal income tax treatment of certain assets or planning strategies. It does not include exposures to state, local, or specialized taxes. The impact of taxes is unique to the financial situation of each individual or family and should be considered before engaging in any transaction. The WealthKare Investment Center and Bruce Smith are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions. Unauthorized use of the material is prohibited.