Having a Fixed Index Annuity as an overall Income Planning Strategy can be a smart move, especially when the market is down and you're having to withdraw funds from your investment accounts.

Please visit Oak Harvest Income Rider Calculator quote tool at: https://oakharvestfg.com/annuity/inco...

To take Oak Harvest Annuity Quiz or travel the annuity education path, please visit:
https://click2retire.com/FIAJessica

We investigate and filter retirement annuities to help increase your income and reduce risk. For more information about Annuities offered by Oak Harvest Financial Group, please call us at (877) 8960400.

In this episode, Jessica explains how a fixed index annuity can be used as an income planning strategy when you are in retirement.

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More about Jessica Cannella, CoFounder and President:

As the CoFounder and President of Oak Harvest Financial Group, Jessica’s mission is clear. Educate, inspire, and financially prepare couples and individuals to enjoy a fearless and fulfilling retirement. With almost two decades of experience in retirement planning, Jessica’s objective is to alleviate the stress around investment management and financial planning.

Jessica engages all levels of financial savvy, from the novice to the expert. She believes that clarity begets confidence. She has worked with hundreds of families to cultivate a retirement vision and connect their unique vision to their customized financial plan.

No two plans are identical. A financial plan is a starting point, a path to start down. However, life can throw curve balls. Therefore, every plan we put together needs flexibility. Communication and mutual understanding are the corner stones of bringing your retirement vision to reality.

"Think of my team and I as the bumpers at a bowling alley; think of yourself as the bowling ball. Our purpose is to keep you out of the gutter and hitting strikes in retirement" Jessica Cannella.