With continued market volatility, economic uncertainty, and world events creating questions about what could happen next, you may be thinking differently about how much of your retirement money you want exposed to market downturns.
Fraga Financial Group is currently scheduling complimentary appointments to discuss a retirement strategy designed to combine principal protection, tax-deferred growth potential, lifetime income, and a 35% bonus opportunity.
Your principal and previously credited interest are protected from market downturns.
When the market falls, you aren't directly participating in those losses.
You can allocate your premium among multiple index allocation options or a fixed allocation, providing different ways to pursue credited interest without directly investing in the market.
Any interest credited to the contract grows tax-deferred until withdrawn.
When you're ready to begin taking retirement income, the strategy provides flexible lifetime withdrawal options, subject to contract provisions.
Your lifetime withdrawal payments may also have the opportunity to increase following crediting periods in which the contract earns interest.
Under qualifying circumstances and subject to contract provisions, an enhanced income benefit may provide additional annual income if certain confinement or activities-of-daily-living requirements are met.
The strategy also provides a death benefit, helping you leave something behind for your beneficiaries.
If you’re already a Fraga Financial Group client, there may be new options available today that weren’t part of your previous retirement conversations.
And if you attended one of our seminars in the past but didn’t move forward, the timing may not have been right then.
But your circumstances may have changed.
The markets have changed.
The world has changed.
We’ll explain how the bonus works, answer your questions, and help you determine whether this strategy may be appropriate for your retirement goals.
The Crescent at Primera
255 Primera Blvd., Suite 160
Lake Mary, FL 32746
Millenia Office
4700 Millenia Blvd., Suite 175
Orlando, FL 32839
Resource Square Three
12001 Research Pkwy., Suite 236
Orlando, FL 32826
Celebration Corporate Center
1420 Celebration Blvd., Suite 200
Celebration, FL 34747
Lake Nona
6900 Tavistock Lakes Blvd., Suite 400
Orlando, FL 32827