Tushaus Wealth Defender™
A Strategy To Secure Your Retirement
The Tushaus Wealth Defender™ strategy can help you create sustainable returns throughout your retirement. This is all part of our comprehensive retirement planning process and just another way retiring with Tushaus Wealth Management is different.
See Below to Learn More
WHAT IS WEALTH DEFENDER STRATEGY?
The Wealth Defender Strategy is an opportunity for you to protect and grow your hard-earned assets while minimizing market risk. As part of your comprehensive retirement strategy, we review and offer options that are best suited for your overall retirement needs. This customized approach includes the use of Fixed Indexed Annuities (FIA).
A Fixed Indexed Annuity is an insurance contract aimed at providing consistent guarantee life time income. FIA’s can help you achieve the retirement you planned for and help your savings stretch to and through retirement.
HOW THE WEALTH DEFENDER STRATEGY WORKS
The Wealth Defender Strategy can help provide additional benefits and opportunities as part of your larger retirement plan. Some of these benefits can include:
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Participation of a specific index gains in a given period of time
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No market risk
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Limited or no fees*
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Can offer immediate bonuses up to 20%
* Additional fees may apply depending on insurance company.
Additional limitations may include insurance company risk and limited liquidity.
WHY YOU SHOULD REVIEW YOUR CURRENT ANNUITIES
Over the past 20 years we have been helping families and individuals review their current annuity and retirement plan to ensure their goals are being met. One of the biggest mistakes you can make with annuities is not reviewing your plan with a trusted advisor to discuss whether there could be better options for you today. Some of the most common reasons to review your annuity are:
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Management and mortality & expense fess can be as high as 3-4%
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Lower fixed rates that may not keep up with inflation
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Limitation on index and crediting options
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Caps that limit growth potential
Want more information on annuities?
CLICK HERE to watch our on-demand webinar, Misconceptions About Annuities.
Any guarantees associated with an annuity policy are dependent on the ability of the issuing insurance company to continue making claim payments.
*Limitation may include index options, liquidity, and partial return of the market. Fix indexed annuities contain contract periods in which surrender charges may apply when withdrawals are exceed the free withdrawal amount.
Insurance products including FIAs are sold by licensed insurance agents acting in their separate capacity and not Tushaus Group, LLC. Insurance agents receive commission compensation on the sale of insurance products.
What’s Your Next Step?
Below are two important questions to ask yourself. Watch this short video below or contact us today to have a no obligation review of your annuity plan.
How do you know your annuity is competitive in today’s landscape?
Could you handle a bad sequence of Returns throughout your retirement?
