Legacy shield


Mutual Funds

Annuity Solutions

Annuities are versatile financial tools that offer a reliable income stream during retirement while enabling tax-deferred growth. For retirees, annuities serve as a dependable source of lifelong income, shielding against market fluctuations by converting a lump sum into predictable payments. This ensures financial security even if one lives longer than anticipated.

What is an annuity?

However, annuities aren't exclusive to retirees. Younger investors also benefit significantly from these tools, capitalizing on their growth potential while safeguarding against market risks. Functioning similar to 401(k)s or IRAs, annuities permit investments in subaccounts with stocks, bonds, and other assets. These financial instruments offer distinctive advantages, providing security for your initial investment against market losses and the potential for annual gains through selected indexes.

Why consider an annuity?

Annuities offer flexibility through customizable access terms - like 5, 7, or 10 years - tailored to individual needs. Sacrificing short-term access allows younger investors to utilize tax-deferred growth in a secure and structured manner, maintaining stability amid market fluctuations. This stability ensures the steady accumulation of savings, significantly impacting long-term financial goals.

At Legacy-Shield, we specialize in annuities prioritizing principal protection. Collaborating with top annuity providers, we assess your financial situation and aspirations to offer tailored solutions for your future. Whether you seek a reliable income stream in retirement or tax-deferred growth with peace of mind, our expertise guides you through selecting annuity products aligned with your objectives.