Maximum Retirement Protection | Pair Annuities with Life Insurance

27 days ago
15

Ever wondered how annuities and life insurance can work together to strengthen your retirement plan? In this episode of the Retirement Help Center, we explore the innovative concept of annuity-funded life insurance options — a strategy that combines steady income with lasting legacy protection.

💡 Here’s what you’ll learn:

What annuity-funded life insurance options are and how they work

How annuities and life insurance complement each other

The primary benefits of combining the two for lifetime income and legacy security

Annuities can provide reliable income, while life insurance offers protection for your loved ones. Together, they create a balanced and secure financial future.

👉 Coach Pete and the team at Capital Financial can help you design a customized plan that fits your goals. Take advantage of a no-cost, no-obligation financial review to understand how these strategies can work for you.

📞 Contact us today for your personalized retirement roadmap!
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