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THE ANNUITY ZONE
Annuities from A to Z

This week's Annuity Zone focuses on helping your clients maximize their Social Security benefits. In coming weeks, we will introduce you to a powerful online tool to help your clients determine the best age and strategy for filing for Social Security.  Annuities and life insurance can be a part of an overall plan that can leverage your client's benefits to their fullest potential.

 

In the meantime if you have any questions, or would like to see something specific in future newsletters please let me know.

 

Thank you

 

Jason Rizzo

908-756-9800 Ext. 304
Current Annuity Rates


Weekly Product Feature


CLICK THE CHART BELOW

FOR CURRENT ANNUITY RATES

 

CLICK HERE

to compare these product rates to
current bank CD rates.

 

CLICK HERE  

for a link to Annuity Rate Watch for a listing of all current products and rates.  

 

**Rates are subject to change at any time.

Great American's 

IncomeSustainer Plus

 

- Guaranteed income and death benefit rider

 

- 8% roll-up for income and death benefits

 

- Income percentages that increase annually

 

- Beneficiary choice of death benefit paid as lump sum or annuitized

 

CLICK HERE to learn how it works

CLICK HERE to access the Income Sustainer Plus calculator

Sales Ideas

Training Opportunities


Minimizing the Taxation of Social Security Benefits

 

Every April 15th, many Americans dig deep in their pockets and pay Uncle Sam, including those who have recognized taxable gains from financial products.  Imagine a product that provides the ability to create a lifetime income stream and, while in the deferral stage paying less tax on your money and potentially on your Social Security benefits. Read on to learn one strategy that may do just that - and help keep more money in your clients' pockets.

 

CLICK HEREto learn more.

Savvy Social Security Planning for Boomers: What YOU Need to Know to Maximize Clients' Retirement Benefits

 

A new generation is getting ready to collect Social Security. Financial professionals who take the time to understand the rules and recommend innovative strategies will be in great demand among boomers. Are you prepared?

 

CLICK HERE for details 

For Annuity Sales and Marketing Support, contact: 

 

 

Jason Rizzo

Associated Life Brokerage, Inc.

135 Route 202/206, #7

Bedminster, NJ  07921

Ph: 908-756-9800 Ext. 304

Email: jason.rizzo@capitasfinancial.com

 

This newsletter is produced by Associated Life Brokerage, Inc. and is for internal distribution only.



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