Choose Wealth! Choose Wilkinson!

Planning for retirement is a crucial step toward securing your financial future. At The Wilkinson Agency, we offer two exceptional retirement solutions tailored to help you achieve your retirement goals with confidence and ease, ensuring an income that you can’t outlive.

Indexed Universal Life (IUL) Policies

Invest in your future with our Indexed Universal Life (IUL) policies. IUL offers the flexibility of life insurance combined with the potential for cash value accumulation linked to market indexes, ensuring a source of income that continues throughout retirement.

Here’s how it works:

  • Premium Payments: You make monthly premium payments, providing coverage for your life.
  • Cash Value Accumulation: Part of your premium goes towards a cash value account, which accumulates over time based on the performance of selected market indexes.
  • Premium Timeline: Typically, premiums continue until a certain age or until the policy’s cash value is enough to cover the costs.
  • Retirement Benefit: Once the policy matures, you can access the accumulated cash value, providing a tax-advantaged source of retirement income that lasts a lifetime.

Annuities

Annuities offer a reliable source of income during retirement, providing a sustainable stream of payments throughout your retirement years that you can’t outlive. Choose our Annuity options for guaranteed income security.

Here’s how they work:

  • Premium Payments: You make payments, either in a lump sum or through regular installments.
  • Accumulation Phase: During this phase, your funds grow tax-deferred, providing potential for growth.
  • Payout Phase: Once the accumulation phase ends, you begin receiving regular payments, ensuring a steady income during retirement.
  • Timeline: Annuities can have various payout options, such as lifetime income or for a set period, ensuring a continuous and secure income stream.

Why Choose Wilkinson for Retirement Planning?

Income Security: Our IUL policies and annuities are designed to ensure an income that you can’t outlive, providing financial stability throughout your retirement.

  • Flexibility: Tailored retirement solutions to fit your unique needs and goals.
  • Expert Guidance: Trust our expertise to guide you through the process, ensuring you make informed decisions for your retirement.

Book an Appointment

Ready to plan for your retirement? Schedule an appointment with Triston Wilkinson, and let’s discuss your retirement goals. Fill out the form below, and we’ll get in touch with you shortly to arrange a convenient time for a consultation.

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