Retirement Planning

Annuities can be used to create a retirement income that lasts as long as you do. These funds accumulate on a tax-deferred basis, which can be a tremendous advantage over time. Fixed Index Annuities provide an opportunity for growth without the risk involved with most investments. This is especially attractive to pre-retirees looking to preserve assets they’ve built over several decades. We have the expertise to help you find the best and most suitable annuity products to fit your needs.

“Planning for retirement can be easier than you think.”

We all look forward to the day we can trade our work clothes for sandals and a lounge chair. But for many today the idea of retirement is nothing more than a fantasy. With pension plans becoming a thing of the past and social security only providing for the very basics, it’s vital that we all take control of our plans for retirement. That may sound daunting, but planning for retirement can be easier than you think.


The most important step is to start, today! Your Equis Financial agent can help you set up a retirement plan that will get you on the path to the retirement you’ve always wanted. Contact your Equis Financial agent to see how to setup a safe money retirement plan.

By leveraging living benefits you are able to protect yourself and your family against the financial devastation that can occur from suffering a critical illness such as cancer, heart attack or stroke. With the rising costs of health care, a life insurance policy featuring living benefits allows you to rehabilitate and recuperate, while a lump sum benefit from your coverage gives you the buffer to pay for medical bills, household bills or really any other expense. Speak with your Equis Financial agent today to see how you can qualify for a living benefits policy.


Rich Gale

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