The Tom Connolly insurance agency can provide you with
information on Annuities, Mutual Funds, 401K programs, and
IRAs to assist you in your retirement planning. It's never
too early, or too late, to start planning so please call
us today to discuss your needs and how we can best serve
you.
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RETIREMENT PLANNING - WITH GUARANTEES ANNUITIES
1. TRADITIONAL FIXED RATE - Anniuties can guarantee a fixed rate for a certain
duration of time.
2. INDEX ANNUITIES- GUARANTEE THAT NO PRINCIPAL CAN BE LOST OVER THE LIFE OF
THE CONTRACT.
TYPE OF INDEX'S
- STANDARD AND POOR'S 500
- DOW JONES INDUSTRIAL AVERAGE- (DJIA)
- RUSSELL 2000
3. TYPICALLY CAN ACCESS 10% PER YEAR WITHOUT SURRENDER PENALTIES.
4. IRA, ROTH IRA, SIMPLIFIED EMPLOYEE PENSION PLAN, 401K AND TAX -DEFERRED PLANNING
WORKS GREAT WITH THESE ANNUITIES.
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