This year just
keeps getting better!

.

Want to be more prepared for the surprises (good AND bad) in retirement? Then schedule an appointment to learn more about this amazing opportunity.

Every so often a special product incentive comes along.

This one is offering a

.

BENEFIT FLEXIBILITY
  • How flexibility in your annuity may help with life’s “what ifs”
  • Lifetime income versus annuity payments – which one is right for you?
  • 2 options for your beneficiaries
GROWTH POTENTIAL
  • Ways to possibly increase your growth potential
  • Can you postpone income for more accumulation with an annuity?
  • Types of indexes: How do they impact benefits?
ANNUITY BONUSES
  • Premium bonuses of up to 40% 
  • Up to 50% interest bonuses: how do they work?
  • Protected Income Value (PIV)
INCOME OPTIONS
  • Potential income withdrawals as early as after 10 years
  • How holding off on income or annuity payments may affect your retirement 
  • Flexibility in income amounts

SCHEDULE A ONE-ON-ONE Appointment TODAY!

Fill out the form below.

3605 Long Beach Blvd., Suite 310
Long Beach, CA 90807

21151 South Western Avenue, Suite 100
Torrance, CA 90501

14241 East Firestone Blvd., Suite 400
La Mirada, CA 90638

*Proceeds from an insurance policy are generally income-tax-free, and if properly structured, may also be free from estate tax. Income-tax-free distributions are achieved by withdrawing to the cost basis (premiums paid), then using policy loans. Loans and withdrawals may generate an income tax liability, reduce available cash value, and reduce the death benefit, or cause the policy to lapse. This assumes the policy qualifies as life insurance and is not a modified endowment contract. The Host and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in any transaction. This content is not intended to serve as the basis for any investment or purchasing decisions, nor does it recommend or involve the purchase, holding, or sale of a security.  All figures herein are hypothetical and for illustrative purposes only to explain general concepts.  No figure is to be relied upon as being accurate nor a guarantee or projection and is meant only as a partial overview of some relevant features and benefits of general insurance products that may be in the marketplace, and whose availability will be dependent on the State of residence of the consumer, and their individual suitability for the product they are wanting to purchase. Where insurance products are mentioned, any and all guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the website create an agent-client relationship.

By contacting Infinite Insurance & Financial Services, Inc. CA Ins Lic# 0G09901, Isaac Rodarte CA Ins Lic# 0F99524, Serenity Rodarte CA Ins Lic# 0F89624, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.

Scroll to Top