TAX-DEFFERED ANNUITIES
As Americans, we work hard every day to earn an income to take care of our families, educate our children and provide for a secure retirement. As retirement age approaches,
we are wise to consider:
- Are Our Retirement Dollars Safe?
- How Will Taxes Affect Our Standard of Living?
- What happens to My Family if I Become Ill?
- Do We Have Enough Money to Retire?
At Allen Financial Agency, our innovative tax deferred annuities help you maximize both growth and safety for your hard earned retirement dollars, ultimately offering you
the peace of mind you deserve. We understand that creating a retirement nest egg is hard work and while many people take into consideration market risk, there are five
other factors you should consider as well:
- Safety of Premium
- Income Taxes
- Avoidance of Probate
- Liquidity
- Guaranteed Income
Please schedule a time in our office to discuss these fantastic opportunities.
ALTERNATIVE INVESTMENTS
Allen Financial Agency offers alternative investments that are "outside" the realm of the DJIA, NASDAQ and/or the S&P 500. We realize stocks, bonds, and mutual funds are the
norm and literally can be purchased through any major brokerage house. At AFA, we diligently search for and research other investment opportunities that are independent of the
stock market.
What’s in it for you?
Returns
- Potential for substantial investment gains
- Double digit "dividends" that are not correlated to stock market volatility
- Multiple investment options
Diversification
- Ability to reduce overall portfolio volatility
- Separate and distinct asset class
- Viable alternative to traditional instruments
Uniqueness
- Low correlation to equity and debt markets
- Free from most economic drivers
- Low maintenance
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