Baum Financial Services Retirement Planning for Income and Safety
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Baum Financial Retirement Planning and Insurance, Annuity Programs

Baum Financial Serv ices offer Advanced Retirement Planning for lifetime Income and Safety

Baum Financial Services MAP Program, Multiple Annuity Program
Most people approaching retirement or already enjoying their retirement years have two major fears:

Will I have enough income for as long as I need it?

Will I lose money with my savings and investments?

The Multiple Annuity Program (MAP) can eliminate both of those fears by combining a guaranteed income with return of your savings through tax-deferred growth. You will not run out of money during retirement and your capital, your assets, your retirement principal will not be subject to risk of loss. Your retirement income will increase and your income taxes may be significantly reduced.

A custom designed MAP is a mathematical allocation of multiple fixed annuity products over a specific number of years. Several types of annuities from many companies are combined to provide guaranteed cash flow, while taking advantage of current and anticipated trends in interest rates. The annuities are grouped into multiple "buckets," with each bucket designated for current income, future income or capital preservation. At the end of each MAP cycle, you will have enjoyed years of guaranteed income and still have the prospect of the same amount of savings with which you began the program. Wouldn't you feel better with more income and the assurance that your money is safe? Other benefits from a typical MAP include tax deferred interest earnings, avoidance of probate costs and disclosure, plus a reduction in your "provisional income" that determines the taxation of your social security benefits.

We invite you to learn more about how a MAP may enhance your retirement years and eliminate your concerns with income or asset retention. There are two opportunities to begin the discovery:

  • Register for one of our free dinner seminars about the MAP program
  • Call our office for an individual appointment to learn more without obligation or cost.

Either way the time you take now may provide years of comfort, free from worries about your income and your savings. After all, don't you have other things that you'd rather be doing than worrying about money?

Take a moment now to call 352-686-4925 (Spring Hill, FL) to reserve your place at our next seminar or to schedule an appointment in our office.

 
 
     
 

213 Della Court, Spring Hill, FL 34606 | TOLL FREE: 800-514-7045 | Phone: 352-686-4925 | Fax: 352-686-8803 | Email: info@baumfinancialservices.com

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