Senior Annuity Alert

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Want up to 33% more income^ than other retirement strategies can offer?

J.D. Signature Annuity Strategies™ can work with you to get up to 33% more income^ by working with top-rated financial carriers and leveraging annuity contract terms and benefits to help get you higher guaranteed* monthly income, customized for your financial needs and goals. Simply fill out the short form on this page to find out more.

JD Signature Annuity Strategies™

  • Income stream for life** so you can spend with greater confidence throughout your retirement
  • You have control of your money so you can access it if you need it***
  • Guaranteed* and increasing income^ so you can relax knowing your money will be there month in and month out and have the same spending power down the road, even with inflation
  • You have potential for growth linked to a market index upside without the market downside so you can feel rest assured your principal is protected
  • Your income can even double or triple with certain riders^ for home healthcare with qualifying healthcare conditions
Senior Annuity Alert information

LEARN MORE ABOUT OUR SPECIALLY-DESIGNED STRATEGIES!

J.D. Signature Annuity Strategies™ can work with you to get up to 33% more income^ by working with top-rated financial carriers and leveraging annuity contract terms and benefits to help get you higher guaranteed* monthly income, customized for your financial needs and goals. Simply fill out the short form on this page to find out more.

JD Signature Annuity Strategies™

JD Signature Annuity Strategies book

Taking a Close, Hard Look at Annuities: Is an Annuity Right For You?

Variable Annuities: The Truth Revealed At Last!

#1 Mistake Retirees Make When Investing In The Stock Market

#1 Mistake Retirees Make When Investing In The Stock Market

ABOUT ANNUITIES

The only financial vehicles available on the market today that may be able to offer all this...

  • 1

    principal protection

  • 2

    is not exposed to market volatility

  • 3

    can pay guaranteed* income for life**

  • 4

    income that can be up to 100% tax free§

  • 5

    can offer a hedge against inflation**

  • 6

    some types can increase with a market index upside without loss from market index downturn

  • 7

    spousal continuation**

  • 8

    may up to triple income to help pay for qualifying health care costs**

  • 9

    some liquidity - access to up to 10% of assets*** (limitations apply)

  • 10

    typically cost less than 1% in fees, fully transparent**

...is an annuity (excluding variable annuities).

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Call 1-877-857-7886

There are four main types of annuities and one special type of annuity. Most people aren’t aware of the benefits of each type, or the top annuity flaws of each type.

What’s important to recognize is that not all retirees are the same, so one size does not fit all. You and your neighbor, who may be retiring at the same time, may have very different, or even just slightly different, available assets and income needs during retirement. But each of you will need a customized strategy that’s uniquely designed for you.

That’s exactly what we do here. We have the ability and expertise to help find precisely the right terms with the right type of annuity to help meet your retirement needs! But, it all starts with you understanding how these savings vehicles work.

When you are at the point in life that you are living off the savings you worked for throughout your life, you should re-review your financial goals and consider the following for yourself.

Retirement income planning causes a major shift in the financial priority structure for many people.

  • Wealth Accumulation Goals
  • Growth
  • Steady Income
  • Preservation of Income
  • Retirement Goals
  • Preservation of Principal
  • Steady Income
  • Growth

Retirement income planning is very different from playing the market for possible gain.

Proven instruments for accomplishing retirement goals such as these are annuities. Let me tell you about one type. Generically, it’s called a fixed indexed annuity. We often incorporate it into our JD Signature Annuity Strategies.

Less than 1% of agents and advisors in the U.S. have access to the array of proprietary products we do. And then our exclusive approach to leveraging the features and benefits involves strategic design and tailored structuring to help achieve these goals of our clients:

  • Protection of principal (retirement assets in the annuity)
  • Predictable, guaranteed* income for life**
  • Potentially get up to 33% more income^ than individuals' retirement strategies might offer
  • Tax-deferred growth, and possibly tax-free§ income
  • Best contractual guarantees* for your situation (they don't always come from bonuses or interest rates)
  • Gains if a market index goes up, no losses from the market index going down (fixed-index annuity only)
  • And more features available for you, your family and your situation**

Finally, JD Signature Annuity Strategies focus on principal protection using annuities that are one of the most well-protected places to put your money. Here's why:

  • they are guaranteed* by highly-rated insurance companies

  • the Department of Insurance in your state has very strict financial reserves rules the insurance companies must abide by, for your protection

  • your insurer is not allowed to invest your money in risky investments, but only with conservative options like investment grade bonds

  • the insurance company must have 1:1 in reserves for every annuity

  • the insurance companies may also engage re-insurers, which helps spread out their risk from one to multiple companies