The Value of Annuities
The Value of Annuities
With life expectancies increasing dramatically in the last twenty years, a major fear of retirees is outliving their money. But with a little work, the right advice, and a good plan, saving for retirement isn’t so scary.
ANCHOR LEAD: When it comes to retirement planning, the choices may seem infinite. But with a little work, the right advice, and a good plan, saving for retirement isn’t so scary. Matt Kelly has more. (:58)
SCRIPT: Lifestyles, I’m Matt Kelly. With life expectancies increasing dramatically in the last twenty years, a major fear of retirees is outliving their money. That‘s where a long-term retirement product, such as an annuity, comes in says Jane Fontaine from AXA Advisors.
CUT: (Fontaine) An annuity is a long-term investment product designed by an insurance company for persons’ retirement goals – for that money to grow tax-deferred to use later at retirement.
SCRIPT: An important feature of an annuity is its tax-deferred status.
CUT: (Fontaine) Annuities are really attractive because as you accumulate dollars, you are not paying any taxes. So you think of all the years that the money grows tax-deferred, and the tax only occurs finally at retirement at withdrawal, and usually is spread over many, many years or retirement.
SCRIPT: Fontaine adds, annuities are not FDIC insured, so it’s important to work with a large company with a solid reputation. That’s Lifestyles from AXA Advisors. I’m Matt Kelly.
Produced for AXA
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With life expectancies increasing dramatically in the last twenty years, a major fear of retirees is outliving their money. But with a little work, the right advice, and a good plan, saving for retirement isn’t so scary.
ANCHOR LEAD: When it comes to retirement planning, the choices may seem infinite. But with a little work, the right advice, and a good plan, saving for retirement isn’t so scary. Matt Kelly has more. (:58)
SCRIPT: Lifestyles, I’m Matt Kelly. With life expectancies increasing dramatically in the last twenty years, a major fear of retirees is outliving their money. That‘s where a long-term retirement product, such as an annuity, comes in says Jane Fontaine from AXA Advisors.
CUT: (Fontaine) An annuity is a long-term investment product designed by an insurance company for persons’ retirement goals – for that money to grow tax-deferred to use later at retirement.
SCRIPT: An important feature of an annuity is its tax-deferred status.
CUT: (Fontaine) Annuities are really attractive because as you accumulate dollars, you are not paying any taxes. So you think of all the years that the money grows tax-deferred, and the tax only occurs finally at retirement at withdrawal, and usually is spread over many, many years or retirement.
SCRIPT: Fontaine adds, annuities are not FDIC insured, so it’s important to work with a large company with a solid reputation. That’s Lifestyles from AXA Advisors. I’m Matt Kelly.
Produced for AXA
RECIPE
Funny Quotes
Famous Quotes
Sales Training Books
Famous Quotes
Chicken Recipes
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