The baby boom generation is being forced to fund a retirement for an unknown number of years on a known amount of assets. Traditional retirement strategies fail to address longevity risk and sequence of return risk. With annuities, your client decides when to begin receiving income. Annuities can help provide stability for your client’s portfolio and make their portfolio more tax-efficient.
We’re here to assist you with finding the best solution for your clients.
Annuity Specialist: Tom Vassallo
Local: (813) 875-6331
National: (800) 967-766
This means your client’s retirement will need to last for 20 to 30 years (or longer).
Annuities address many different retirement planning needs—growth, retirement income, market exposure or guarantees.
MRW Financial offers various types of annuities to help meet your clients’ goals in retirement.
Fixed annuities are designed to meet a variety of retirement planning needs. We can provide innovative, customer-focused products that offer relatively low risk, guaranteed growth and lifetime income. Call our specialist today to explore the fixed annuity product options with a variety of interest rate guaranteed periods and flexible payout options.
Indexed annuities are a special type of annuity offering market-linked growth with little to no downside risk. Such annuities generally feature a fixed rate of interest but also the potential for higher returns based on the performance of a specific market index.
Single-premium immediate annuities enable clients to convert their assets to a reliable stream of annuity income payments. An annuity is the only investment product which can provide the assurance of a series of payments guaranteed to last for as long as your clients choose – even for as long as they live.
Whether it is an indexed, immediate or fixed annuity – they can address the longevity risk and sequence of return risk in order to provide your clients a lifetime guaranteed predictable money income stream that they cannot outlive.
This will leave your client with a margin of safety and retirement nest egg that can be consumed, invested, or passed to heirs knowing that their basic income needs are guaranteed for life.
Fixed/Indexed/Immediate Annuities are designed to meet long-term needs for retirement income. Early withdrawals may result in loss of principal and credited interest due to surrender charges. Withdrawals are subject to ordinary income tax and, if taken prior to 59 1/2, an additional 10% federal tax.
Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
Annuity Carriers We Represent
The carriers we represent offer an array of options for your clients, and we can guide you with the best options.
Call to see if we offer a specific carrier that is not listed.
Get In Touch
(800) 967-7661 or (813) 875-6331
310 S Dale Mabry Hwy., Ste. 210 Tampa, FL 33609
Let’s work together to find the best solution for your client.
Contact MRW Financial’s Annuity Specialist, Tom Vassallo, today.
PROVIDING THE SOLUTIONS YOU NEED TO SUCCEED
LOCAL (813) 875-6331 • NATIONAL (800) 967-7661
MRW Financial Brokerage has insurance licensed representatives in the following states:
MO, CA, NC, CT, NY, SC, AL, KY, LA, MN, MT, OH, OK, OR, PA, GA, WA, TX, CO, MD, MS, UT, WV, ID, NH, NJ, TN, AZ, MA, FL, MI, NM, VA.