Discover Stratton Legacy Group - Insurance Solutions

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Many business owners worry about how a market downturn might affect their future income and assets, while others seek a consistent income stream during retirement. Unfortunately, without the proper guidence you could easily underestimate the potential impact of market losses, which could drastically affect your retirement.

To address these concerns, we offer a range of insurance solutions designed to protect not only your physical assets but also your financial future. Whether these options are suitable for you depends on your specific retirement goals. Our firm specializes in helping business owners safeguard their retirement assets while still pursuing growth, offering a variety of insurance products as part of a comprehensive retirement strategy.

With the right approach, you can potentially grow your money through fixed annuities* and life insurance. Our firm is here to help you create a reliable and sustainable source of retirement income, available now, in the future, or whenever you need it most.

We offer the following insurance solutions or can refer you to a trusted professional who does:

Fixed Annuity & Life Insurance Solutions:

• Fixed and Fixed Indexed Annuities
• Life Insurance

Healthcare and Other Supplemental Benefits:

• Long-Term Care
• Health Insurance
• Supplemental Benefits
• Medicare Supplements

Contact us to explore if one of our insurance solutions could fit within your retirement strategy.

*Annuities are designed to be long-term insurance products. Early withdrawals may impact annuity cash values and death benefits. Taxes are payable upon withdrawal of funds. An additional 10% IRS penalty may apply to withdrawals prior to age 59 ½. Income benefit riders may be offered either built-in or for an additional cost.  Annuities are not guaranteed by FDIC or any other governmental agency. Keep in mind that most life insurance policies require health underwriting and, in some cases, financial underwriting.  Guarantees are based on the claims paying ability of the issuing insurance company. Fixed Indexed Annuities are insurance products and not considered a security or investment. Some restrictions may apply. We are not endorsed by, or affiliated with, the Social Security Administration or any other government agency.  Call for specific details and availability.