Retirement Strategies
Retirement and Annuities
Retirement is a time that comes to all of us. Some of us may quit working entirely. Others choose or must work, full or part time due to financial needs. Annuities are a great way to meet some or all of one’s financial retirement needs. RSI Benefits can help you choose the right plan for your specific needs.
How long until you retire?
The time will arrive sooner than you may think. Let RSI Benefits, located in Beaumont, Texas, serving Port Arthur, Orange, Houston as well as the Dallas-Fort Worth, San Antonio, Austin, East Texas and surrounding areas, help you plan for your financial future.
Contact us now to learn more
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Retirement Annuities for Individuals
What is an Annuity? An annuity is a type of investment account typically used for retirement savings or to generate lifetime income payments in retirement. By definition, an annuity is a contract between you and a third party, usually an insurance company, whereby in exchange for making a lump sum payment (or by paying a monthly premium), the issuing insurance company provides some type of guarantee on your investment.
You can purchase an annuity outright or roll over money from an employer-sponsored retirement plan, such as
- 401(k),
- 403(b),
- or other profit sharing plan.
Safe Money Retirement Options
All plans are funded with one of two options:
Option 1: Guaranteed Fixed Interest rates! (Annuities)
Option 2. Products that grow with index gains but are guaranteed against losses! (Life Insurance)
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Your Retirement Plan B
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Rolling over your assets into an annuity offers you continued tax deferral, growth potential, protection from market downturns, guaranteed lifetime income, flexibility, and allows you to leave a legacy for your loved ones. RSI Benefits can assist you with identifying and purchasing the annuity that will best help you achieve your retirement goals.
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Watch the video by Legacy to discover an all-in-one strategy to for addressing three top retirement concerns:
- running out of money
- off-setting inflation
- paying for healthcare expenses
Life Insurance Settlement Policies
We pay Cash for Life Policies.
Do you have a life insurance policy that you no longer need or can’t afford to keep?
Check with us for further details on this type of program approved by the Texas State Board of Insurance and many other states and offered through GWG Life.
This program is available for clients age 69+. Coverage amount: $100,000 to $20 Million.
