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Important Questions
What Type of Annuity is Right for Me?
There are several types of annuities, including fixed, variable, and indexed annuities. The best choice depends on your financial goals, risk tolerance, and the level of income predictability you prefer. Fixed annuities provide guaranteed payments, while variable and indexed annuities have returns that can vary based on market performance.
How Much Should I Invest in an Annuity?
The amount to invest in an annuity depends on your retirement goals, existing savings, and anticipated expenses. It’s essential to ensure your investment balances your need for growth and your need for guaranteed income during retirement.
Can I Customize My Annuity Plan?
Yes, annuities can be tailored to fit your needs. You can choose options like adding a death benefit, selecting a guaranteed payment period, or even setting up joint annuities for you and your spouse. Customization allows you to align your annuity with your retirement strategy.
What Happens If I Need Access to My Money Early?
Withdrawing funds from an annuity early may incur penalties, especially within the surrender period. However, many annuities offer options for penalty-free withdrawals under specific circumstances, such as severe illness or a percentage of the account value each year.
How do I Sign Up?
For personalized assistance, book an appointment with me. I’ll guide you through the different types of annuities, help determine the best fit for your retirement plan, and ensure you make an informed decision. Schedule your free consultation today to secure your financial future.
More Info
Important Questions
What Type of Annuity is Right for Me?
There are several types of annuities, including fixed, variable, and indexed annuities. The best choice depends on your financial goals, risk tolerance, and the level of income predictability you prefer. Fixed annuities provide guaranteed payments, while variable and indexed annuities have returns that can vary based on market performance.
How Much Should I Invest in an Annuity?
The amount to invest in an annuity depends on your retirement goals, existing savings, and anticipated expenses. It’s essential to ensure your investment balances your need for growth and your need for guaranteed income during retirement.
Can I Customize My Annuity Plan?
Yes, annuities can be tailored to fit your needs. You can choose options like adding a death benefit, selecting a guaranteed payment period, or even setting up joint annuities for you and your spouse. Customization allows you to align your annuity with your retirement strategy.
What Happens If I Need Access to My Money Early?
Withdrawing funds from an annuity early may incur penalties, especially within the surrender period. However, many annuities offer options for penalty-free withdrawals under specific circumstances, such as severe illness or a percentage of the account value each year.
How do I Sign Up?
For personalized assistance, book an appointment with me. I’ll guide you through the different types of annuities, help determine the best fit for your retirement plan, and ensure you make an informed decision. Schedule your free consultation today to secure your financial future.
Reviews
Real-Life Testimonials
From Satisfied Clients
Kurtis
""Working with Shasikala has been a game-changer for my financial future. They took the time to understand my goals and provided clear, practical advice that made a real difference. Thanks to their guidance, I feel more confident about my investments and long-term planning. I highly recommend their services to anyone looking for honest and personalized financial advice.""
Sham
"I can’t thank Ilan enough for their support and guidance. As someone who was overwhelmed with managing my finances, he made everything clear and easy to understand. From budgeting and saving to planning for retirement, Ilan provided thoughtful, tailored advice every step of the way. I now feel more in control of my financial future and truly appreciate the professionalism and care they bring to their work."
Paul
""Working with Shasikala on setting up an RESP for our children was one of the best financial decisions we’ve made. She walked us through the process step by step, explained the government grants available, and helped us choose the right investment options based on our goals. Thanks to Shasi guidance, we now feel confident that we’re building a strong foundation for our kids’ education. Highly recommend Shasikala to any parent looking to start an RESP!""
Reviews
Real-Life Testimonials
From Satisfied Clients
Kurtis
""Working with Shasikala has been a game-changer for my financial future. They took the time to understand my goals and provided clear, practical advice that made a real difference. Thanks to their guidance, I feel more confident about my investments and long-term planning. I highly recommend their services to anyone looking for honest and personalized financial advice.""
Sham
"I can’t thank Ilan enough for their support and guidance. As someone who was overwhelmed with managing my finances, he made everything clear and easy to understand. From budgeting and saving to planning for retirement, Ilan provided thoughtful, tailored advice every step of the way. I now feel more in control of my financial future and truly appreciate the professionalism and care they bring to their work."
Paul
""Working with Shasikala on setting up an RESP for our children was one of the best financial decisions we’ve made. She walked us through the process step by step, explained the government grants available, and helped us choose the right investment options based on our goals. Thanks to Shasi guidance, we now feel confident that we’re building a strong foundation for our kids’ education. Highly recommend Shasikala to any parent looking to start an RESP!""
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Financial Freedom 817 is committed to serving you at the highest level with all your Annuity needs.
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Financial Freedom 817 is committed to serving you at the highest level with all your Annuity needs.
National Producer Number:
Company
Directories
Legal