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You may still be working or saving for retirement in a qualified plan but are concerned about market fluctuations, changes in your account value and outliving your retirement funds.
 
To protect your assets let us help you create a guaranteed lifetime income 401k replacement plan.
 
How? By using an in-service withdrawal from your qualified plan to purchase a 401k replacement plan, established as an Individual Retirement account.
 

401(k) plans impose restrictions on in-service withdrawals. Please check with your plan sponsor for details. (Usually the Human Resources Department)

 

Martin Gross
Retirement Planning Specialist
Statewide Retirement Planning Co.
(954) 781-2220
www.StatewideRetirementPlanning.com
swinspro@gmail.com

PS Review our 10-minute video “Paycheck For Life”

 

 

 

 

401k Replacement Plan

 

  • Protection of Principal

  • Guaranteed Annual Retirement Income

  • Flexibility & Control

Listen To
Actual Clients
(Click on Image)

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Prepare for the unpredictable

There is very little certain in life. Personal circumstances seem to change as often as the weather. And, the financial markets dance to a new beat every day.

You can turn to a 401k replacement plan to help prepare for the unpredictable.

With changes in the market comes opportunity. You have the chance to take advantage of these positive opportunities while protecting your money from market declines. With a 401k replacement plan your can feel confident that you have taken steps to prepare for the unpredictable.

A 401k replacement plan may be right for you if you are seeking:

  • Tax-deferred accumulation
  • A guaranteed minimum interest rate with the fixed index crediting strategy
  • The potential for greater growth through index crediting strategies
  • To never lose money due to market volatility

Dedicated to making sure you do not outlive your Money!

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Call Statewide Retirement Planning Co. at (954) 781-2220 or Fill out the short survey HERE. That will put you in touch with a licensed advisor who specializes in retirement income planning.

  • ASSET PROTECTION

  • INCOME PROTECTION

  • LEGACY PLANNING

  • HEALTHCARE PLANNING

 

Annuities are insurance products not FDIC insured and rates and guarantees vary by carrier. See product specific details for which plan is right for you. An insurance representative may contact you for further assitance.

* Annuity guarantees rely on the financial strength and claims paying ability of the issuig insurer.

** New ** 8 hour Workshop: Conservative Investing Techniques In Our Current Environment. Cl'ck here for details.

Website:  www.StatewideRetirementPlanning.com

Statewide Retirement Planning Co.
(954) 781-2220
www.statewideretirementplanning.com
swinspro@gmail.com