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Retirement is a time that comes to all of us. Some of us may quit working entirely. Others choose or must work, full or part time due to financial needs. Annuities are a great way to meet some or all of one’s financial retirement needs. RSI Benefits can help you choose the right plan for your specific needs.
The time will arrive sooner than you may think. Let RSI Benefits, located in Beaumont, Texas, serving Port Arthur, Orange, Houston as well as the Dallas-Fort Worth, San Antonio, Austin, East Texas and surrounding areas, help you plan for your financial future.
What is an Annuity? An annuity is a type of investment account typically used for retirement savings or to generate lifetime income payments in retirement. By definition, an annuity is a contract between you and a third party, usually an insurance company, whereby in exchange for making a lump sum payment (or by paying a monthly premium), the issuing insurance company provides some type of guarantee on your investment.
You can purchase an annuity outright or roll over money from an employer-sponsored retirement plan, such as
Safe Money Retirement Options
All plans are funded with one of two options:
Option 1: Guaranteed Fixed Interest rates! (Annuities)
Option 2. Products that grow with index gains but are guaranteed against losses! (Life Insurance)
The Cure For Lazy Money
Your Retirement Plan B
Rolling over your assets into an annuity offers you continued tax deferral, growth potential, protection from market downturns, guaranteed lifetime income, flexibility, and allows you to leave a legacy for your loved ones. RSI Benefits can assist you with identifying and purchasing the annuity that will best help you achieve your retirement goals.
Robert Saunders, owner of RSI Benefits, entered the insurance business in July of 1976 working through 1989 as a Prudential Insurance agent offering all lines including, health and life individual and business insurance. In 1989, Robert owned his own property and casualty agency and also worked for Aflac specializing in the worksite marketing arena. Robert transitioned to Colonial Life in 2004, focusing on business to business voluntary insurance & supplemental insurance.
One of Robert’s visions and passions is to develop and train agents to build agencies. RSI Benefits can provide a path and training for brokers and agencies to assist an unlicensed agent to become a licensed agent or acquire additional training for licensed agents. Whatever your needs may be, Robert or one of his associates can help.
RSI Benefits will assist you in finding the right product with the best company based on service, support, and price. Let RSI Benefits take the headache and hassle out of the equation. Our job is to put you, your employees and their loved ones at ease.