Turn your retirement savings into income you can plan around.
Presented by Felipe Barganier, a licensed insurance agent. Insurance products, including annuities, will be discussed, and an agent may contact you if you request it. GAB does not give advice on the investments inside your employer plan.
A free Retirement Income Review that shows what your savings could pay you each month under different options, including lifetime income options backed by an insurance company, so you can decide what fits.
- See your income gap: what Social Security and your savings cover, and what they don't
- Compare keeping money in your plan with a rollover, side by side, including fees and surrender periods
- Understand fixed indexed annuities: protection from index losses (subject to surrender charges and the insurer's claims-paying ability), with interest crediting limited by caps and participation rates
- No pressure. If keeping your plan is better for you, we will tell you.
Prefer to book directly? Book a 20-min call.
Annuities are insurance products, not deposits, not FDIC insured, and may lose value if surrendered early. Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Fixed indexed annuities are not a direct investment in the stock market. Surrender charges may apply. Withdrawals may be subject to income tax and, before age 59½, a 10% IRS penalty. GAB International does not provide tax or legal advice and does not offer securities or investment advisory services.