Annuities
LoneStar Legacy Insurance
Secure Your Retirement with the Right
Annuity Plan.
Don't leave your financial future to chance. Having the right annuity is crucial for ensuring a stable and predictable income during retirement. Annuities can provide peace of mind by guaranteeing you won’t outlive your savings, allowing you to enjoy life without worrying about your finances.
Kelly Patton
⭐⭐⭐⭐⭐
Karen took the time to match our current needs with the policy we had and looked at options so we felt very confident that we were covered with the best Advantage plan. We will be following up with long term care policy at some point and appreciate her taking so much time with us!
Happy Customers
More than 150 clients taken care of!
Annuities
LoneStar Legacy Insurance
Secure Your Retirement with the Right
Annuity Plan.
Don't leave your financial future to chance. Having the right annuity is crucial for ensuring a stable and predictable income during retirement. Annuities can provide peace of mind by guaranteeing you won’t outlive your savings, allowing you to enjoy life without worrying about your finances.
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Schedule a Consultation
More Info
Important Questions
What Type of Annuity is Right for Me?
There are several types of annuities, including fixed, variable, and indexed annuities. The best choice depends on your financial goals, risk tolerance, and the level of income predictability you prefer. Fixed annuities provide guaranteed payments, while variable and indexed annuities have returns that can vary based on market performance.
How Much Should I Invest in an Annuity?
The amount to invest in an annuity depends on your retirement goals, existing savings, and anticipated expenses. It’s essential to ensure your investment balances your need for growth and your need for guaranteed income during retirement.
Can I Customize My Annuity Plan?
Yes, annuities can be tailored to fit your needs. You can choose options like adding a death benefit, selecting a guaranteed payment period, or even setting up joint annuities for you and your spouse. Customization allows you to align your annuity with your retirement strategy.
What Happens If I Need Access to My Money Early?
Withdrawing funds from an annuity early may incur penalties, especially within the surrender period. However, many annuities offer options for penalty-free withdrawals under specific circumstances, such as severe illness or a percentage of the account value each year.
How do I Sign Up?
For personalized assistance, book an appointment with me. I’ll guide you through the different types of annuities, help determine the best fit for your retirement plan, and ensure you make an informed decision. Schedule your free consultation today to secure your financial future.
More Info
Important Questions
What Type of Annuity is Right for Me?
There are several types of annuities, including fixed, variable, and indexed annuities. The best choice depends on your financial goals, risk tolerance, and the level of income predictability you prefer. Fixed annuities provide guaranteed payments, while variable and indexed annuities have returns that can vary based on market performance.
How Much Should I Invest in an Annuity?
The amount to invest in an annuity depends on your retirement goals, existing savings, and anticipated expenses. It’s essential to ensure your investment balances your need for growth and your need for guaranteed income during retirement.
Can I Customize My Annuity Plan?
Yes, annuities can be tailored to fit your needs. You can choose options like adding a death benefit, selecting a guaranteed payment period, or even setting up joint annuities for you and your spouse. Customization allows you to align your annuity with your retirement strategy.
What Happens If I Need Access to My Money Early?
Withdrawing funds from an annuity early may incur penalties, especially within the surrender period. However, many annuities offer options for penalty-free withdrawals under specific circumstances, such as severe illness or a percentage of the account value each year.
How do I Sign Up?
For personalized assistance, book an appointment with me. I’ll guide you through the different types of annuities, help determine the best fit for your retirement plan, and ensure you make an informed decision. Schedule your free consultation today to secure your financial future.
Reviews
Real-Life Testimonials
From Satisfied Clients
Kelly Patton
"Karen took the time to match our current needs with the policy we had and looked at options so we felt very confident that we were covered with the best Advantage plan. We will be following up with long term care policy at some point and appreciate her taking so much time with us!"
Debbie Henderson
"When my Medicare Plan B payment almost doubled, Karen worked with me to determine what possibly could have caused it and what my next steps might be. She also was very thorough in her explanations of all the different aspects of Medicare. We looked at a comparison of plans and she provided options for me to compare before a decision was made. I could not have asked for better customer service!"
Terry Holburn
"Karen was efficient and knowledgeable and got me into a cheaper plan with better benefits."
Reviews
Real-Life Testimonials
From Satisfied Clients
Kelly Patton
"Karen took the time to match our current needs with the policy we had and looked at options so we felt very confident that we were covered with the best Advantage plan. We will be following up with long term care policy at some point and appreciate her taking so much time with us!"
Debbie Henderson
"When my Medicare Plan B payment almost doubled, Karen worked with me to determine what possibly could have caused it and what my next steps might be. She also was very thorough in her explanations of all the different aspects of Medicare. We looked at a comparison of plans and she provided options for me to compare before a decision was made. I could not have asked for better customer service!"
Terry Holburn
"Karen was efficient and knowledgeable and got me into a cheaper plan with better benefits."
Looking for a First-Class Annuity Consultant?
LoneStar Legacy Insurance is committed to serving you at the highest level with all your Annuity needs.
National Producer Number: 17685812
Company
Directories
Legal
LoneStar Legacy Insurance is committed to serving you at the highest level with all your Annuity needs.
National Producer Number: 17685812
Company
Directories
Legal