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Buy an Annuity
Annuities fill the retirement gaps.
Let's face it, with the current economy and turbulent markets, retirement accounts and social security might not be enough to maintain your current lifestyle. An annuity can help. Invest in a safe, guaranteed income for life. Mallorn can help.
Annuity options in Key West
Annuities are a unique financial product we offer here at Mallorn Financial. They are designed to provide a steady stream of income during retirement or other specified periods in your life. In short, an annuity involves a contract between an individual and an insurance company, where the individual invests a lump sum or makes periodic payments in exchange for guaranteed income payments over time. There are different annuity options for various financial goals. Explore more about the annuity options we offer below.
MassMutual Annuity Offerings
Fixed Deferred Annuity with Market Value Adjustment
A fixed deferred annuity gives you a fixed interest rates for a certain time, plus the potential for lifetime income. This means you can feel safe knowing your retirement money will keep coming as long as you're around. It's like having a reliable plan for your future, so you don't have to worry about running out of money half way through your golden years of retirement.
Deferred Fixed Annuity
Enjoy a fixed interest rate free from income tax with the Deferred Fix Annuity option. This annuity is great for those who are more conservative and want a single premium annuity that will work for them.
Immediate Income Annuity
Get an immediate stream of steady income with this single premium annuity. No more stressing and worrying about budgeting and making ends meet. This annuity option provides a stable source of money so you can plan for the future.
Deferred Income Annuity
The Deferred Income Annuity leaves room for adjustments and emergencies as you reach retirement age. With a DIA, there are no fees or market performance concerns. In reality, this "longevity annuity" is not an investment. Unlike other investment options, a DIA is not liquid. This is what makes it a good option for retirement. When you need it, it provides a pension-like stream of income that is dependable.
Are you interested in talking more about an Annuity as part of your retirement plan here in Key West? If so, get in touch with us to schedule a meeting so we can discuss your specific needs and goals.
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