{{contact.custom.pro_pfx}} {{contact.lastName}}, Physicians Can Maximize Their Retirement with the Power of an Asset 'Carve-Out' Strategy
Transform your Portfolio into a Source of Stability and Growth
Consider the remarkable efficiency of an asset 'Carve-Out' strategy on a $1M retirement portfolio. While a traditional 100% investment portfolio allocation earning a 4% return would generate $40,000 per year. However, by adopting our innovative approach, where our strategic approach substantially lowers the demand on your investment account and improves your income by 150%. into a 10-year fixed annuity at 6.00%, and watch your account grow to $1,790,848—reaping the benefits of $790,848 purely from compound interest, and without the turbulent swings of the market. If you're in search of reliable current income, you can opt for a steady annual interest payout of $60,000.
6.00% JUMBO RATE
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Drive your assets into the future
Experience a streamlined process designed for your convenience. Our hassle-free online application, rapid approval, and the ease of managing your annuity online post-purchase assure potential buyers of a smooth journey towards securing their financial future.
60%
Growth
Allocation
Fixed Annuity
10 Yrs.
10 Yrs.
A-
$0 will grow to $0 at maturity.
60%
Growth
Allocation
yrs.
yrs.
$0 will grow to $0 at maturity.
60%
Fixed Annuity
Growth Allocation
$0 will grow to $0 at maturity.
yrs.
yrs.
No Data Found
60%
Fixed Annuity
Growth Allocation
$0 will grow to $0 at maturity.
yrs.
yrs.
No Data Found
40%
Longevity Annuity
Personal Pension Allocation
$0 will generate a payout of $0 for your .
No Data Found
40%
Longevity Annuity
Personal Pension Allocation
$0 will generate a payout of $0 for your .
No Data Found
100%
Annuity Portfolio
Annuity Logic
$0 will grow to $0 at maturity.
yrs.
yrs.
$0 will grow to $0 at maturity.
100%
Annuity Portfolio
Annuity Logic
$0 will grow to $0 at maturity.
yrs.
yrs.
$0 will grow to $0 at maturity.
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*Rate Disclosure: The rates showcased are based on a premium tier of $100,000 unless otherwise indicated. The indicative interest returns and yearly payouts correspond to this tier's projected outcomes. Rates vary by tier, with higher premiums potentially qualifying for more favorable rates. The rates and corresponding TEY (Taxable Equivalent Yield) shown are calculated based on the highest premium tier, assuming a 32% tax bracket. For detailed information on different premium tiers or to understand the TEY for your specific tax bracket, consult with one of our licensed advisors.
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What Annuities Do
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Grow your assets safely with a Fixed Annuity
In a world rife with financial uncertainty, predictable growth stands as a beacon of security. While other investment avenues may lure with promises of high returns, they often come tethered to the whims of volatile markets.
A Fixed Annuity offers you the unique value of steady, assured expansion of your assets, sidestepping the rollercoaster of market unpredictability.
Testimonials From Our Satisfied Users
Discover what our valued users have to say about their experiences with Annuities.ai, a Robo Advisor™ brand. Their success stories demonstrate the effectiveness of our platform and the positive impact it has had on their lives.
"Thanks to Annuities.ai, I now have a solid retirement plan in place. Their platform made it easy for me to compare different annuity options and make an informed decision."
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"Annuities.ai helped me find the right annuity product for my financial goals. Their platform is intuitive, and their team of experts provided the support I needed throughout the process."
"I had been hesitant about annuities, but Annuities.ai provided the guidance I needed. Their platform is straightforward and their customer support is exceptional. Highly recommended!"
"Annuities.ai has made understanding and purchasing annuities so much easier. Their platform is user-friendly, and I feel more confident about my retirement planning now."