Lon Benge - Annuity Strategies!
Safe-Money Finanacial Advisor
Call 803.237.5684
Lon Benge, Lon Benge, Lon Benge, Lon Benge, Lon Benge, Lon Benge,
Welcome
Welcome to Lon Benge's Annuity Strategies!
Get ready to dive into the exciting world of
annuities and kickstart your journey towards financial security. We're thrilled to be your guides every step of the way!
Are you looking for a highly skilled expert to help you determine whether an Annuity should be part of your retirement strategy? Lon Benge’s first step is to find out why an Annuity might NOT be appropriate for your needs. When a guaranteed Annuity is not appropriate for the problem you need to fix, or at least improve, why go any further?
If you want to avoid someone unnecessarily chasing you about a 401(k) / IRA rollover, Roth, or Legacy plan, trying to put a square peg in a round hole, then let's talk. 803.237.5684
Why
Lon Benge?
Maximize Your Growth!
Maximize Your Income!
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​My index tracking system keeps me appraised of the top performing Annuity products and crediting methods.
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I have a source to get detailed stock market index reports, including a back-testing method that produces historical returns, allocation models, and current rates.
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My system creates charts on over 80 indices utilized by the Annuity industry. These charts track:
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The index by itself
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The index Vs the analyzer average (the average movement of over 80 indices grouped together)
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The index vs Equities & Bonds
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The system can create a re-allocation plan in minutes for my anniversary review appointment with you.
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Provide educational information to help you understand all the crediting methods available to you
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Compare an Indexed Annuity allocation strategy to a:
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Multi-Year Guaranteed Annuity (Fixed Rate Annuity)
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Bond
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CD
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I have years of experience using this system!
How Am I Able to Often Times Get Better Returns For My Clients?
Annuity Services
When Safety & Guarantees Matter Most
Strategies
RETIREMENT
With almost two decades of annuity experience, Lon is one of the nation's leading authorities on annuities. Lon and his Case Design Team are dedicated to maximizing your financial potential through tailored annuity strategies, designed to help you achieve your long-term financial goals. Benefit from our specialized expertise to grow your wealth and secure a reliable 20% to 30% greater lifetime income with our Nex-Gen annuities when compared to using the 4% Rule in a risk- managed 401K, IRA, Roth, or other market investment.
Estate
PLANNING
Secure your LEGACY with a guaranteed Annuity, specifically designed for LEGACY and protect your loved ones with Lon Benge's estate planning services. Our dedicated team will guide you through the complexities of estate laws and assist in creating a comprehensive plan tailored to your specific wishes. Ensure a seamless transfer of assets and secure your family's future with our expertise.
Investment
STRATEGIES
Trust Lon Benge to manage your investments with precision and care. Our Case Design Team will craft a personalized strategy to meet your unique financial needs. Rely on our proven strategies to grow your assets and secure your financial future, targeting a consistent 20% to 30% greater income.
Tax
EFFICIENCY
Simplify your tax obligations and optimize your savings with Lon Benge's tax efficiency services. Our associated adept tax professionals will help refine your tax strategy to minimize liabilities and maximize refunds. Let us guide you towards a Tax-Free income with a new tax strategy, plus 20% to 30% more income using annuities.
Win/Win
New Long Term Care Insurance Annuity Gives Your Money Back Plus 5% Interest
If Not Used
You - Or Your Beneficiaries
- Get 100% Of Your Premium Back Plus Interest
if You Never Need Long Term Care!
* Terms & conditions apply.
Ask for client brochure and
product specifications.
Sooner or Later, The Chances Are You Will Need Long Term Care, Home Health Care, Adult Day Care, or Other Type of Care Facility.
Most Seniors Cannot Afford an
Old-Style Long Term Care Insurance Policy.
No Matter What Someone Might Have Told You, Regular Long Term Care Insurance Is Very Expensive, Even if You Are Young and In
Great Health.
Plus, What If You Paid In All
That Money, Then You Never Needed LTC?
​1. This New Plan Is Somewhat Like “Loaning” Money to Yourself.
You Will Get It Back. Either Through Care or Principal Plus Interest!
2. When You Need Care, You Get LTC Expenses (Monthly Payments)
Equal to A Total of 2X or 3X the Amount of Your Deposit (premium)
$100,000 = $200,000 or $300,000 in LTC Expenses.
3. Remaining Balance Would Go to Beneficiary(s).
​
​These Payments to You
Are Tax Free.
Comparable To Income from A Roth.
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Plus, You Have the Option of Paying a Care Professional a Neighbor, Friend, Family Member, or Even a Spouse for Care If You Desire!
NO Physical Exam Required, Simplified Underwriting,
Only a Questionnaire &
Telephone Interview
Covers More Than 10 LTC Services Plus Home Maker & Chore Services, Nurse & Therapist, Hospice Care, and More
Discover Lon Benge's
Annuity Strategies
It Takes a Strategy
To Know . . . .
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How to create higher retirement income
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When you should do Roth conversions
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What assets to hold in which accounts
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How much you need to save and invest
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What accounts to use for tax-efficiency
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The optimal time to claim Social Security
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Adequate life/disability/liability insurance
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Which accounts to withdraw from & when
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How much you can safely spend in retirement
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Your blind spots
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When you can retire
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How much $ you need
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How to get there quicker
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Tax planning opportunities
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If your portfolio is optimized
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Estate planning docs you may need
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Learn How to Protect Your Assets From Stock Market Losses!
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Learn How To Increase Your Income & Minimize Taxes!
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Discover New Strategies For A Brighter Retirement Future!
WHAT CLIENTS SAY
When I retired from SCE&G, I needed a retirement plan I could count on for income and to make sure I could raise my son without having to worry about losing money in the stock market. Not only could I take the income I needed, Lon’s plan actually grew several times while I was taking withdrawals.
- Christopher S.​
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My husband and I had several 401(K) and IRA accounts with different companies. None of them had very good returns and some were even losing money, and had high fees. Lon helped us consolidate and organize our accounts so they made sense and have had doubled, and sometimes triple the gains we were getting.
-Joyce R.
Get In Touch
Curious to learn more about Lon Benge, his expertise in annuities, and how to transition from financial worries to enjoying a secure retirement? Reach out to us.
Address
1201 Main Street
Columbia, SC 29201