Retirement Planning
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The types of vehicles you use when accumulating assets for retirement impact how your assets grow, how you are taxed, when you can access your funds, and more.
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Reach out with any questions or to set up a virtual meeting to discover the best path to growing and protecting your wealth!
ABOUT US
Geter Financial uses proven insurance strategies designed to meet your family and/or business needs. You can count on unbiased recommendations and impartial guidance based directly on your needs and goals.
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Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client's every expectation. Call us today to find out how we can suggest long-and-short term strategies that will help you realize your financial dreams.
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We have years of experience helping clients prepare for the unknown while meeting their financial goals. Ask us about:
Term Life
Term insurance is the simplest and purest form of life insurance. ... With term insurance, you can get a large amount of life coverage at a relatively low premium rate. The benefit amount is paid out to the beneficiary in case of death of the person insured during the term of the policy.
Fixed Indexed Annuities
A fixed indexed annuity is a tax-deferred, long-term savings option that provides principal protection in a down market and opportunity for growth. It gives you more growth potential than a fixed annuity along with less risk and less potential return than a variable annuity. Some Fixed Indexed Annuities can provide you Guaranteed Protected Income for Life.
Indexed Universal Life
Indexed universal life (IUL) insurance allows the owner to allocate cash value amounts to either a fixed account or an equity index account. Policies offer a variety of well-known indexes, such as the Nasdaq-100 or the S&P 500.1 IUL insurance policies are more volatile than fixed ULs, but they are less risky than variable UL insurance policies, because no money is actually invested in equity positions.
Whole Life
Whole life insurance provides permanent death benefit coverage for the life of the insured. In addition to paying a death benefit, whole life insurance also contains a savings component in which cash value may accumulate on a tax-advantaged basis. These policies may be known as “traditional” life insurance.
Final Expense
Final expense insurance is a whole life insurance policy that has a small death benefit and can be Simplified Issue or Guaranteed Issue, based on your health.
Single Premium
Single-premium life (SPL) insurance is a type of life insurance that charges the policyholder a single up-front premium payment to fully fund the policy. It was once a popular tax shelter.
Other Financial Options
Critical Illness, Hospital Indemnity, Disability Income, Medicare Planning, Business Succession Planning, Estate Planning, Under 65 Health Plans, IRA & Roth IRA, 401K & 403B Rollovers and more!
As an independent financial services firm, our resources and products allows Geter Financial Services, LLC to create solutions that are tailored to your specific needs.