Balanced Wealth Management | Chuck Rowan
  • Homepage
  • About
    • Message from Chuck
    • Meet Chuck Rowan
    • Mission Statement
  • Solutions
    • Mutual Funds
    • Tax Free Strategies
    • Guaranteed Income
    • Mortgage Solutions
    • College Planning
    • Social Security Maximization
  • Education
    • Videos
    • Articles
    • Books
  • Blog
  • Contact
    • Schedule Appointment
    • Contact Info
    • Email Us
    • Directions

Fixed - Indexed Annuity with Guaranteed Lifetime Income

A balanced approach, with more options:
  • Provides a predictable, guaranteed lifetime income stream, much like having a personal pension plan with survivor benefits.
  • Death benefit protection in case you pass away too soon to ensure your family will not lose control of the remaining account balance.
  • Choose from a fixed rate of return with level lifetime income; or an indexed rate of return with increasing lifetime income.
  • May provide a bonus on your initial investment.
  • We will design a strategy suitable for your personal needs and goals.

BALANCE | STRENGTH | FLEXIBILITY

For Questions or Comments:

Submit
Balanced Wealth Management, Chuck Rowan
Home  |  About  |  Solutions  |  Education  |  Contact
9 Orchard Road, Suite 104 | Lake Forest, CA 92630 | Tel: (949) 677-5707

Copyright © Balanced Wealth Management All rights reserved. Privacy Policy