The other day a friend told me that sometimes it was easier to explain what something was by telling what it was typically used for. This week’s article does a good job of telling us that “the usual purpose of a deferred annuity is to accumulate value for a retirement income that is typically received as a monthly payment to supplement retirement income from other sources such as Social Security. Income from the annuity value may be taken for life or a selected number of years. This plan is called an annuity both during the period of accumulation of funds and during the pay-out period. Deferred annuities may be either IRA plans or non-IRA plans.” Should this be something that you think would suit your needs, call us. We are always here to help.
We’re open for business despite this virus because no one should have financial concerns on top of health concerns.
You can’t quarantine your retirement. We’re here to help.
You can’t quarantine your retirement. We’re here to help.
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Investment advisory services are offered through Fusion Capital Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. All investment strategies have the potential for profit or loss. Insurance Products are offered through Choules Financial. Utah #617468, Idaho # 670283, Wyoming #455824 & Nevada #3341817. By Contacting Devin Choules or Choules Financial, you may be provided with information regarding the purchase of insurance products.
IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.
By contacting Devin Choules/Choules Financial you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.
Choules Financial UT Ins Lic# 617468
Devin Choules UT Ins Lic# 321327
Devin Choules ID Ins Lic# 670283
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Devin Choules WY Ins Lic# 455824
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1031 S. Bluff Street
St. George, UT 84770
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680 S Cache St #100, Box 7414
Jackson WY 83001
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95 W. 100 S. Suite 100
Logan, UT 84321
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950 Bannock St. Suite 1137
Boise ID 83702