403b Employee Benefits Evaluation

Click Here to Receive Our Complimentary Benefits Evaluation Form

Does Your Retirement Add Up?

Protect Your Assets and Those You Love With An Industry Leader 
Now is the time to plan for your retirement. We are Prince George’s County Board of Education approved 403b annuity enrollers. We have done the homework and can help you learn about how we can help you grow your retirement funds.

The Road Ahead

For many, finding new sources of supplemental retirement income is no longer a luxury but a necessity as they begin to prepare for the road ahead. Those who have not saved enough are facing a retirement with as much as a 50% reduction in income. For example a teacher 60 years old with 30 years of service who in his/her high 3 years earned $60,000 per year could find him/her self earning $28,000 per year in retirement. It becomes important therefore to set aside funds that could build up to offset the difference in pay one would be forced to live on.

We Offer You:

  • Guarantee of principal and interest earned, against market risk.
  • Payroll reduction contribution method (as little as $30 bi-weekly)
  • 5% bonus on roll overs 
  • 5% bonus on all additional premiums received during the first 7 years
  • Penalty free withdrawals
  • Competitive interest
  • An income you cannot outlive
There is no charge to you for this service
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 *Under current law, annuities grow tax-deferred. Annuities may be subject to taxation during the income or withdrawal phase. We do not give tax or legal advice. You should consult your own legal advisor. Withdrawals taken before age 59 and ½ may be subject to IRS penalties.


IMPORTANT DISCLOSURES


Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.