Welcome to Farris Financial
Long term financial planning can be puzzling. Let Farris help you put the pieces together in a picture-perfect strategy by offering you a set of financial tools to meet your growth goals while protecting your principal investments. Whether you're looking to diversify, lessen risk exposure, save for retirement, or ensure steady retirement income Farris can help by offering Indexed Universal Life and Indexed Annuities. What helps you, helps Farris.
If you're looking for safe asset management while still maintaining growth Farris Financial can help. Contact Us Today to find out more.
Indexed Universal Life Insurance
Having proper life insurance coverage is an essential step in preparing for the future. Farris is proud to offer Indexed Universal Life Insurance (IUL). An IUL is a great way to combine life insurance protection with the ability to benefit from market gains, tax-free, without the risk of loss during market downturns.
An IUL is tied to the performance of an index, such as the S&P 500 Composite Stock Price Index, rather than having a fixed interest rate. Unlike directly investing in an index fund, it won't lose money in a down market. This is because the account’s principal is guaranteed, insuring it against market dips. One of the best things about an IUL is that it can take advantage of stock market returns without the risk of loss while building up a death benefit that will be disbursed to your beneficiaries tax-free.
BENEFITS OF UNIVERSAL INDEXED LIFE INSURANCE:
- Unlimited Contributions
- Tax-free growth and distributions
- No age requirement for distributions
- Tax-free death benefits
- Penalty and tax-free loans
Would you like to learn more about the benefits of Indexed Universal Life Insurance? Farris Financial can help. Contact Us Today to find out more.
From our years of experience, Farris understands the importance of protecting assets. This is why were proud to offer Indexed Annuities as a way to protect your investments while maintaining positive growth potential. Indexed Annuities can provide a great way to save for retirement, or turn your savings into a stream of retirement income, some do both.
Indexed annuities are tax-deferred, long-term savings options that provide principal protection in down markets while maintaining the opportunity for growth. They provide more growth potential than a fixed annuity along with less risk and less potential return than a variable annuity. Returns are based on the upward performance of an underlying index, such as the S&P 500 Composite Stock Price Index. While the benchmark index follows the market, as an investor, your money is never directly exposed to the stock market. Offering protection against down markets.
BENEFITS OF INDEXED ANNUITIES
- Principal protection
- Tax deferment
- Earnings credited
- Steady retirement income
- Beneficiary protection
Would you like to learn more about the benefits of Indexed Annuities? Farris Financial can help. Contact Us Today to find out more.
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Contact Jason Keeling today for high-quality assistance with all your specialized financial services needs.