Crystal River and Inverness in Citrus County Florida-Fixed Indexed Universal Life-Annuities and more....
I am an independant agent working with Protection Simplified Financial Insurance Agency
Why consider a fixed indexed annuity? There are at least six reasons, safety, accessibility, taxation, outliving your income, locking in interests credits and probate costs. Annuities are conservative tax deferred contracts offered by life insurance companies. Annuities have guaranteed penalty-free withdrawl options. Interest credited to your annuity is not currently taxable. Only annuities can guarantee, your annuity income can not run out, depending on settlement option selected. To offset the effects of inflation, indexed annuities offer potentially higher benefits based on the appreciaton of a bond or stock index. You can lock in your interest annually and still continue to grow with future appreciation in the index.
Call 352-897-6277 today to set up an appointment.
Have you heard about the remarkable savings vehicle that offers the appeal of market-linked gains without the worry of market-based losses? Your accountant certainly has, and he or she is beginning to weigh in on their many benefits, guarantees and tax advantages.
Fixed Indexed Universal Life!!! (FIUL) Call for rates, caps and details!!
Here at Protection Simplified Financial we have almost ten years experience in the Fixed Indexed Annuity market (we do not offer variable annuites for several reasons). Our office has been located at the Crystal River Mall for over five years. We are a local business. We offer many different annuities and life insurance products that can help you plan for your retirement and help you pay for your child’s or grandchild college tuition. We can help you set up a retirement program for your small to medium size business. So please give us a call at 352-897-6277. I will come to your office if you prefer. My presentation last about an hour.
Business Hours
Monday-Friday 9AM-5PM EST
352-897-6277
Protection Simplified Financial ® 1801 NW Hwy 19 Suite 221, Crystal Rivr, FL 34428