Our Fixed Index Annuities stand out by protecting the principal investment from market downturns. Even in years when the S&P 500 index might decline, your initial investment remains intact, thanks to guarantees from the insurance company.
• Guaranteed Lifetime Income: Enjoy peace of mind knowing that your income is secured for life, with the option to boost payouts to match inflation.
• Principal Safety: Rest easy with the knowledge that your initial investment is safeguarded against losses, regardless of market fluctuations.
• Tax Advantages: Benefit from tax-deferred growth, allowing your investment to grow more efficiently until you choose to make withdrawals
Annuities at Legacy Wellness Solutions can be finely tuned to meet your specific retirement needs, transferring investment risks to the insurance company while providing opportunities for asset growth.
In today’s environment the increasing income annuities not only increase income, but they are also a hedge against inflation by building purchasing power.
The example below provides increasing income, which handily beats the level income solution even though it starts off trailing the returns.
Fixed Annuities are designed to meet long-term needs for retirement income. However, early withdrawals may result in loss of principal and credited interest due to surrender charges.
Guarantees are backed by the financial strength and claims-paying ability of the insurance company.
The annual reset feature looks only at the change during that individual contract year and because a fixed index annuity provides principle protection, you cannot lose value due to negative index performance. So, if the index performance is positive for that year, even if it has not recovered prior year losses, your contract will receive an interest credit.
Interested in how Fixed Index Annuities can fortify your retirement plans against inflation and market risks?
At Legacy Wellness Solutions, we’re committed to helping you live the retirement you deserve, free of charge.
Annuities at Legacy Wellness Solutions can be finely tuned to meet your specific retirement needs, transferring investment risks to the insurance company while providing opportunities for asset growth.
In today’s environment the increasing income annuities not only increase income, but they are also a hedge against inflation by building purchasing power.
The example below provides increasing income, which handily beats the level income solution even though it starts off trailing the returns.
At Legacy Wellness Solutions, we take the time to truly understand your unique journey, offering personalized strategies that evolve with you. With deep expertise across healthcare, financial planning, and life transitions, we deliver trusted guidance and tailored solutions that put your needs — and your peace of mind — first.
We have spent our lifetimes building knowledge, expertise, and unwavering integrity. We feel privileged when our clients trust us to use these tools to help guide them and their family through life’s most important decisions. Whether it’s securing quality healthcare, designing guaranteed income plans, empowering your financial independence, or supporting caregiver wellness, we’re here with real-world solutions you can trust — every step of the way.
