Retire On Your Own Terms
Annuities can offer the protection your portfolio needs.
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why annuities can offer protection to your portfolio
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Annuities offer investors the ability to diversify their overall portfolio according to their risk tolerance through the use of living benefits, death benefits and tax deferral. |
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Annuities are the only investment that can provide a guaranteed* lifetime stream of income during retirement**. This can provide a comfort level which can ease concerns about outliving current retirement savings. This income can also increase over time. |
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Annuities provide various death benefit options for clients concerned with wealth transfer. |
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Annuities do not go through the probate process. |
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Non-Qualified annuities are the only investment vehicle to offer tax deferred growth which can help clients defer taxes until they are retired and in a lower tax bracket. |
We are here to help. For questions or for more information, contact an Oppenheimer Financial Professional.
* Any payment guarantees are based on the claims paying ability of the insurance company.
** Source: 2010 Annuity Fact Book
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