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Protection Benefits | Cornerstone Direct Financial and Insurance Services
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Call Today (619) 209-6171. A third important advantage of a fixed index annuity is the range of guarantees and optional protection benefits available. These benefits allow you to transfer risk to the insurance company issuing the fixed index annuity. These guarantees help protect your assets, your retirement income, and your beneficiaries. In exchange for the risk transfer, the benefits may carry an additional cost that will vary by product and company. Protection With Income That Can Increase. Your inco...
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Reasonable Rate of Return | Cornerstone Direct Financial and Insurance Services
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Call Today (619) 209-6171. Reasonable Rate of Return. Here at Cornerstone Direct Financial and Insurance Services. It is our goal to help you get a reasonable conservative return on your money over time. What we offer our clients not only protects their principal and interest it allows them to get a reasonable conservative return over time. According to many publications and history a fair assumed rate of return over time can be between 4% and 6%. Would you sleep better? Who's who in a Fixed Index Annuity.
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Understanding the Benefits | Cornerstone Direct Financial and Insurance Services
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Call Today (619) 209-6171. A fixed index annuity (FIA) offers a unique combination of benefits that can help you achieve your long-term goals. No other product offers the tax deferral, indexed interest potential, and optional benefits to protect your retirement assets and income. Let’s take a closer look at the three key benefits of fixed index annuities: tax deferral, indexed interest potential,. Your principal and credited interest are protected. If you pass away before annuity payments begin, a fixed ...
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BIO JUSTIN HEATHERLY | Cornerstone Direct Financial and Insurance Services
http://www.cornerstonedirectfis.com/justin-heatherly
Call Today (619) 209-6171. Justin Heatherly was born and raised in northern New Jersey and is a proud husband of 23 years and father of three daughters ages 17, 14, and 11. Growing up in New Jersey, the son of a police officer, Justin learned the value of a hard day’s work and helping others. His practice focuses on helping his clients avoid the common mistakes made by most retirees and he explains how he has counseled thousands to avoid these pitfalls. With longer life expectancy, outliving one’s mo...
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Tax Deferral | Cornerstone Direct Financial and Insurance Services
http://www.cornerstonedirectfis.com/tax-deferral
Call Today (619) 209-6171. A Fixed Index Annuity Offers Tax Advantages. During the accumulation phase of your contract, any interest growth is tax-deferred. If you purchase your fixed index annuity with after-tax dollars, you will only pay ordinary income taxes on your earnings not on your premium payments when you begin withdrawing money. Tax-deferred growth, compounded over time, may increase the amount of savings and income your fixed index annuity generates for your retirement. San Diego, CA 92108.
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BIO NICOLE HARDING | Cornerstone Direct Financial and Insurance Services
http://www.cornerstonedirectfis.com/nicole-harding
Call Today (619) 209-6171. Nicole likes to spend her spare time gardening, reading, studying Spanish, math, & physics, and taking piano lessons. Contact Nicole: nicole@cornerstonedirectfis.com. Who's who in a Fixed Index Annuity. Cornerstone Direct Financial and Insurance Services. 8880 Rio San Diego Drive Suite 800. San Diego, CA 92108. Cornerstone Direct Financial and Insurance Services CA Ins Lic# 0D57386 / 0I36119.
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BIO JOE MCGEE | Cornerstone Direct Financial and Insurance Services
http://www.cornerstonedirectfis.com/joe-mcgee
Call Today (619) 209-6171. Since then his territory has grown to include several states, but his base has always been Southern California. His responsibilities as a preferred retirement advisor to the Federal government and its agencies have given him a thorough understanding of the Federal benefits and retirement system, while his ability to speak fluent Spanish has allowed him to better serve the large Hispanic and Filipino communities here in San Diego. Who's who in a Fixed Index Annuity.
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Schedule Appointment | Cornerstone Direct Financial and Insurance Services
http://www.cornerstonedirectfis.com/schedule-appointment
Call Today (619) 209-6171. If you are a human and are seeing this field, please leave it blank. Fields marked with a * are required. Who's who in a Fixed Index Annuity. Cornerstone Direct Financial and Insurance Services. 8880 Rio San Diego Drive Suite 800. San Diego, CA 92108. Cornerstone Direct Financial and Insurance Services CA Ins Lic# 0D57386 / 0I36119.
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Time to Rethink Retirement | Cornerstone Direct Financial and Insurance Services
http://www.cornerstonedirectfis.com/its-time-to-rethink-retirement
Call Today (619) 209-6171. Time to Rethink Retirement. With this greater responsibility comes a need for possible financial solutions that can help provide a level of protection. For retirement savings. Whether your long-term objective is to build a source of guaranteed lifetime income, save for a specific retirement goal, or leave a legacy for your loved ones, we are here to help you. Who's who in a Fixed Index Annuity. Cornerstone Direct Financial and Insurance Services. San Diego, CA 92108.
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BIO GARY CASS | Cornerstone Direct Financial and Insurance Services
http://www.cornerstonedirectfis.com/gary-cass
Call Today (619) 209-6171. Who's who in a Fixed Index Annuity. Cornerstone Direct Financial and Insurance Services. 8880 Rio San Diego Drive Suite 800. San Diego, CA 92108. Cornerstone Direct Financial and Insurance Services CA Ins Lic# 0D57386 / 0I36119.