Exploring the Fixed Index Annuity (FIA) Platform
Our Commitment To Your Future
Take this opportunity and watch this webinar to gain expert insight and make smarter financial decisions with the Integrated Financial Services team.
Our Expertise
Creating solutions designed to help protect your retirement savings and create guaranteed lifetime income.
Whether you're nearing retirement or already there- have you thought about these questions yet?
1
Calculate Projection
Have you ever calculated your projected retirement income— and found there’s a possible shortfall?
2
Research Versatility
Have you ever researched the versatility of a Fixed Index Annuity, especially its ability to guarantee your principal, credit interest, and provide lifetime income?
3
Possible Solution
Have you looked at how it could help solve that shortfall while still offering index-based growth with zero downside risk?
Annuities Webinar
Watch Now
Benefits Overview - In this short and informative session, you’ll learn:
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Protecting retirement income.
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Securing predictable income.
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Your role in a broader financial plan.
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Building long-term financial success and confidence.
Annuities & Retirement Education Made Accessible
Foundations & Understanding
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Learn the core purpose of annuities: protecting retirement income
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Overview of different annuity types and benefits
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How annuities fit into a broader financial plan
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Strategies to hedge against market volatility and secure predictable income
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Ways annuities can supplement IRAs, 401(k)s, and other retirement accounts
Strategic Enrollment
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Initiate your annuity enrollment based on age, goals, and financial structure
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Maximize compounding potential
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Maintain long-term flexibility
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Leverage income riders and tax deferral strategies
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Align annuity choice with retirement income timeline
Plan Optimization
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We will talk about outdated product structure and missed growth opportunities
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Learn from real-life examples of repositioning annuities
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Strategies to improve cash flow, reduce risk, and boost income potential
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Actionable tips to align your annuity with lifestyle, healthcare, and legacy goals
FAQ
Still Have Questions like these? We have answers!
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How safe is my principal?
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What are my withdrawal options?
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What about downside risk?
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What happens if I pass?
WE ARE HERE TO HELP YOU​
PLANWITHIFS.COM
"Over 40% of Americans face retirement without enough income or protection from downside risk."
This session is all about helping people avoid that outcome.
-Employee Benefit Research Institute
EBRI Established 1978