McNally Financial and Insurance Group - Retirement Planning, Estate Planning and Insurance Services
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Meet Peter McNally,
Certified Financial Planner

McNally Financial and Insurance Group - Retirement Planning, Estate Planning and Insurance Services Meet Peter McNally, your personal Certified Financial Planner Increase your wealth with our retirement planning products Retirement and Estate planning guide Life, Disability, Critical Illness and Mortgage Insurance
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Retirement Planning

'Wealth is the product of man's capacity to think'
Ayn Rand

Increase your wealth with McNally Financial and Insurance Group's full range of retirement planning products
insured annuities

The Situation

You are retired or approaching retirement and are wanting to increase your retirement income while reducing the amount of tax that you pay.

Who is it for?

-> Anyone aged 60 or over in a high tax bracket.
-> Anyone wanting a guaranteed fixed income.
-> Anyone seeking a guaranteed income with higher returns than traditional guaranteed investments (eg. GIC's).

The Strategy

Consider an Insured Annuity from McNally Financial. By combining a life annuity (providing you with a guaranteed income for life) and a life insurance policy (providing your loved ones with money and security upon the death of you and/or your spouse), you have discovered a simple but effective way to increase your income, pay less tax and preserve your capital.

Advantages of an Insured Annuity Strategy:

-> Guaranteed income for life
-> Pay less tax and maximize your government benefits
-> Replacement of your capital at death
-> Flexibility to change policy beneficiary
-> No probate fees or lengthy fees on death benefit with named beneficiary

How does it work?

Insured annuities work on a simple principle: With the portion of your savings that is not sheltered in a registered plan (retirement savings plan, retirement income fund, etc.), you purchase a lifetime annuity. The annuity provides you with a guaranteed income for the rest of your life. At the same time, you take out an insurance policy for an identical amount. Upon your death, the policy serves to replace the annuity purchase amount, which is paid directly to your named beneficiary in full, bypassing probate.
Workbook Example -> Insured Annuity - save up to 90% over a GIC!

Insured Annuities:
a simple way to increase your income and preserve your capital

If you are interested in finding out if insured annuities may be the answer for your retirement, please contact Peter McNally, Certified Financial Planner at McNally Financial and Insurance Group.

McNally Financial and Insurance Group - Retirement Planning, Estate Planning and Insurance Services
 
 
Retirement Planning
Insured Annuities
RRSP's
Segregated Funds
RRIF's
Quick Tips
Learn how an Insured Annuity can provide you with more retirement income - up to 90% more!
View the Insured Annuity example
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Committed to helping clients achieve financial security for themselves, their families, and their businesses.
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