With over 1200+ Annuities on the Market Today, selecting the right one can be challenging. Plus, you can’t just go out and buy an annuity like you can a gallon of milk. You have to go through an adviser.

At IQ Wealth®, we invest time into getting to know your retirement needs so we can help guide you through the annuity selection process with your best interests in mind. Actually, as an Accredited Investment Fiduciary®, it’s our fiduciary duty to only make recommendations in your best interest.

This legal duty works to your benefit when compared to many other firms that end up with more of a “used car lot” sales pitch experience. Instead, you get all of your questions answered and all of the facts from a firm that has over 25 years experience helping people retire and stay retired, even through multiple market crashes.

If you’re looking for help finding the right annuity for your retirement needs, you can begin the conversation here.

There are 4 distinct types of annuities you’ve probably already heard of: Immediate Annuities, Variable Annuities, Fixed Annuities, and Fixed Index Annuities. Those four types are part of the 1200+ Annuities that we survey on the market today.

Unfortunately most of them are duds, remnants of old fashioned practices that just aren’t worth your time.

Through our extensive review process, we actually reject over 98% of all annuities on the market today and recommend less than 2% of them to our clients.

Through our research we rank annuities based on these factors to create our Annuity “Short-List” that we use to help guide our clients through the selection process (this list is not available for distribution).

We rank annuities by these factors:

1. Income Level
2. Deferral Period
3. Lowest Fees
4. Company Rating

If you want to find the right annuity for you that pays the most, costs the least, protects your principal, and protects your heirs, then we’re available to talk. You can begin the conversation here.

If you’re not feeling calm about your money as you enter retirement, something is wrong. Retiring should be a time of reaping rewards from years of work. But no one can blame you for wondering if the same strategy that got you TO retirement can get you THROUGH retirement.

Everything changes when you retire—you go from CONTRIBUTING to your plan, to WITHDRAWING from it.

When the market fell during your working years, it was very wise to keep contributing. You were growing future wealth. In retirement, when your paydays are no longer there, falling markets are your enemy.

Rather than “buying on the dips” as a younger investor can, you start selling on the dips—accelerating the decline. When you keep withdrawing the same amount from an account that is declining, your money disappears faster.

This is why it’s smart to be concerned about your retirement income and to find the right annuity as part of your portfolio to secure your income for life. We help our clients find real solutions based on their actual income needs in retirement.

If you want to make sure you can Retire and Stay Retired™ you can begin the conversation with Steve here.

As you approach retirement it’s important to understand the difference between products and plans. While there are many “product” salesmen out there who will just try to sell you some version of what they think you want, that’s not usually to your benefit.

Products, like an annuity, are not plans. Your annuity is not a financial plan. An annuity can be part of a complete retirement plan, but the annuity itself isn’t a plan.

What the correct, carefully selected annuity can do for you is to help make sure that you have more money coming in than going out from now on no matter what.

It’s important to review your entire retirement plan, not just your annuity, to make sure it’s a fit for your specific needs. Too many times, people end up with cookie cutter plans that don’t really do anything for them. And even worse, they can be difficult to understand. If you can’t understand your plan, you can’t follow it.

We help our clients plan for the retirement they want with the resources they have with room for growth and protection from future market crashes.

All of our clients walk away with a complete financial plan that they can understand and follow without issue.

If this sounds like something up your alley you can begin the conversation here.

Retirement is one of the most important financial decisions of your life. You’re basically going on vacation for the rest of your life without paid time off.

It’s truly amazing when you really think about it. You’ve worked hard your whole life. You’ve saved and invested wisely… And now you need a way to make sure that you have enough income to last you the rest of you and your spouse’s lives.

Decisions of this caliber are not and should not be made lightly. You should experience ZERO sales pressure from your adviser. Your adviser should be patient, educated, and able to answer all of your questions accurately and honestly.

Your adviser should also be an Accredited Investment Fiduciary® so you can know that you are only getting recommendations that are truly in your best interest. That there is a higher calling of honor and integrity that they are bound to when working with their clients.

That’s what you get with Steve Jurich, founder of IQ Wealth Management.

Steve is an Accredited Investment Fiduciary®, Certified Income Specialist™, Certified Annuity Specialist®, Investment Manager, husband, father, coach and family man. He’s been helping people Retire and Stay Retired™ for over 20 years.

Retirement is what we do here at IQ Wealth Management. We don’t work with new investors. We only work with those approaching retirement or have already retired.

If this sounds like what you are looking for, you can begin the conversation with Steve here.