310 Westfield Road, Knoxville, Tennessee 37919, United States
(800) DC AGENT or (865) 584-1164
Retirement and Annuities
Additional Information
- Are you CONCERNED about RETIREMENT?
- Is GUARANTEED PRINCIPAL important to you?
- Does some or all of your INTEREST simply accumulate?
- Would you like to DEFER some of your income taxes?
- Would you like a portion of your funds to be LIQUID?
- Would AVOIDING PROBATE be important to you?
If you answered YES to any of these questions, then a tax-deferred annuity is just what you are looking for! In today's financial market, a retirement strategy would not be complete unless part of it provided for growth while making sure your funds are not subject to market risk. Whether it is deposits from a CD, new or rollover retirement account, a deposit of new money, or a desire to pass on an inheritance to loved ones...Dynamic Consultants can help your money grow safely with 100% of your principal guaranteed!
With plans starting with as little as $20/ month we can start you on your way to tax deferred savings today!
Have a 401K or retirement fund needed transferred? We can help you! We can rollover any 401K, IRA, Roth IRA, SEP, Simple retirement plan. We put you in the drivers seat with a self directed retirement plan.
Don't let your retirement account be eaten up by loads and fees. Our fixed annuities have NO LOADS or MAINTENANCE FEES. 100% of your monies are deposited and start earning a guaranteed interest.
How liquid are fixed annuities? Each annuity has withdrawal provisions in the policy. Most provide for 10% of your annuity value per year for withdrawal and/or an interest only option. Additionally, there are nursing home and disability waivers in which you can withdraw partial or entire funds without penalty.*
How do fixed annuities compare to CD's and Mutual Funds? Annuities offer tax deferred interest which compounds until funds are withdrawn, letting you determine when to pay your tax obligations. Also, annuities can provide a guaranteed lifetime income (optional) and avoids probate fees in most states.
Why pay taxes on money you haven't withdrawn? When interest earnings are subject to ordinary tax (such as CD's) interest earning must be significantly higher to equal the return found by tax-deferred annuities. Taxes would be due on the annuity interest when paid out, but the triple compounding of interest paid on principle, interest paid on interest and interest paid on fund that would have been paid as taxes will result in better return on your dollars. See our Taxable Investment vs. Tax Deferred Annuity Comparison.
What are your current interest rates on your annuities? Since Dynamic Consultants offers a vast portfolio of fixed and indexed annuities, please call 800-322-4368 or email sdubon@insurmart.biz us today for our current rates.
*see specific policy for details
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A Dynamic Advisor can assist you in your journey to a solid retirement by listening to your dreams and goals and forming a financial plan to reach those dreams.