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Crown Haven Wealth Advisors Carmel, Indiana

Crown Haven Wealth Advisors

Specializing in working with retirees and pre-retirees in developing investment, income and estate plans in the Carmel and Indianapolis areas of Indiana.

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Longevity Annuities And What You Should Know

Longevity Annuities

Longevity annuities and what you should Know. In our many years of helping clients plan for retirement, we have noticed on Longevity annuities can protect against outliving savings. But not many buy…

Casey just saw the article “Longevity annuities can be a good deal for seniors. But not many people buy them” posted to CNBC.com. Crown Haven Wealth Advisors has long believed in annuities as a great retirement.

The more popular and broadly known variable annuities saw sales of $99 billion last year. In contrast, the umbrella of deferred income annuities of which longevity annuities are a subset saw $1.7 billion in sales in 2020, according to LIMRA, an insurance industry group.

According to the article… “The mismatch is largely due to the psychological hurdle of handing over a large sum of money that won’t yield a benefit if one doesn’t survive another 20 or so years, Blanchett said.

The reason we see this being true is that it’s easier to ask a client for smaller deposits of money on a regular basis to get a quick sale even though it may not be the best investment vehicle for the client.

Since our inception, Crown Haven has been a fee-based fiduciary advisor for our clients, always using the Fiduciary Standard as the bedrock of our planning philosophy.

We used this philosophy to create RetireSHIELD® that is a registered financial planning system to make sure you have the most appropriate setup for retirement.

If you are interested in knowing more you are invited to schedule a complimentary appointment to learn more. Just visit our scheduling page to pick a time that is convenient for you. You can also choose between an office visit or Zoom.

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Longevity annuities can be a good deal for seniors. But not many people buy them.
Read the full article at CNBC.com.

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Crown Haven Wealth Advisors
11555 N Meridian Street
Suite #560
Carmel, IN 46032
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Investment Advisory Services offered through Crown Haven Wealth Management, LLC.
Insurance Products offered through Crown Haven Wealth Advisors, LLC
Tel: 317-564-4691
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Crown Haven Wealth Management LLC is a state registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. Information presented is for educational purposes only and is not intended as an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.