With presidential campaigns already underway and the stock market firmly in bear territory, a lot of conversations these days revolve around politics and the economy. Many people’s 401K’s, and other non-qualified investment vehicles, have dropped dramatically in recent months, creating a real concern about financial safety and the preservation of principal.

What’s out there that can provide all of the following:

1. Guarantee of principal
2. Tax deferred growth
3. Guaranteed minimum rate of return
4. Annual participation with the upside gains of the S&P but none of the downside
5. Allows for flexibility of income at retirement

You might think the answer is “Nothing,” especially in one financial product. Right? Wrong!

There are actually two investment vehicles that meet all of these criteria:

1. A tax deferred indexed annuity
2. An immediate income annuity

Here at Boyer Insurance Services, we believe that people should consider the advantages of using these products in their overall financial planning.  Let us know if you would like to learn more about these amazing products.

Best Regards,