(215) 760-7267

Insurance and Annuity Planning

Protection in outliving your assets

What is Insurance and Annuity Planning?

Annuities are a type of policy issued by insurance companies in which you make a lump sum payment or a series of payments upon annuitization, to create a stream of income payments. These payments (whether in a lump sum or separate) earn a rate of return that is usually tax-deferred. 

Annuities have many tax advantages and can also be used to fund traditional IRA’s, Roth IRA’s and SEPP (Simplified Employee Pension Plans). 

How Cissne Wealth Management Helps

The Cissne Wealth Management team does an in-depth analysis, based on your financial plan, to ladder various different annuities with the goal of providing an income stream.

Want a free consultation on your financial situation? We’re happy to help, just call us!

Monday – Friday

(215) 760-7267