Lifetime Income Plan
Автор: Cardinal Advisors
Загружено: 2022-09-06
Просмотров: 4873
This video outlines how we created Guaranteed Income for life for a 64 and 61 year old couple who retired early. We delayed Social Security for both. Then we put $400,000 in delayed income annuities that produce guaranteed income for life, put $200,000 in accumulation annuities hedging our plan, and the remainder we invested conservatively producing a monthly income for the next 5 to 7 years. We reduced their risk significantly, secured their future if one or both live a long time, and reduced their tax bill.
Show Notes: https://cardinalguide.com/wp-content/...
Questions? Email us at [email protected], call us at (919) 535-8261, or visit our website at CardinalGuide.com.
Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Cardinal Advisors are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. The content of this channel is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Brookstone Capital Management. Information provided is not intended as tax or legal advice, and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Cardinal Advisors is not affiliated with or endorsed by the Social Security Administration or any other government agency. Any review of “The Complete Cardinal Guide” is specific to the book and is not an endorsement of the advisor.
Доступные форматы для скачивания:
Скачать видео mp4
-
Информация по загрузке:
