Tax Deferred Annuities
Planning on retiring or looking to maximize your current income?
Achieving a comfortable retirement requires a new approach to retirement planning. LPL Financial has unique solutions to help you understand your options and make the most of your money. One solution may be our Fixed Annuity Products.
Fixed Annuities bring with them many benefits, here are just a few:
· Attractive Rates
· Easy Access to Your Money
· No Taxes on Earnings Until Withdrawn
· May Reduce Taxes on Social Security
· Can Provide Lifetime Income
· No Probate Delays
Annuities are safe and conservative investments that provide consistent growth and dependable returns. Many annuities are backed by the same insurance companies you trust to protect your life, health, home and cars!
LPL Financial Consultants can create a comprehensive plan or simply provide you with the tools and specific solutions to make the right choice, for you. Let them review your financial plan to make sure your investments stay in focus with your goals.
Submit an Annuity Request online and a Financial Consultant will contact you directly.
For your free financial assessment:
If you’re ready to start building a balanced financial future, our Financial Consultants are available to meet with you in each AmTrust and Ohio Savings Bank branch throughout Ohio, Florida and Arizona.
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to complete our online request form and a Financial Consultant will contact you directly
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 Call: |
(800) 860-5357 to be referred to a Financial Consultant near you
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to one of our convenient branch locations
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