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Lunch & Learn with David Ortiz of Ortiz Advisors

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Ortiz Advisors

13006 Philadelphia Street, Suite 311

Whittier, CA 90601

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VERY LIMITED CAPACITY

Lunch & Learn with David Ortiz of Ortiz Advisors

The Things you Need to Know About Annuities

An annuity is a long-term contract you purchase from an insurance company. It is designed to help accumulate assets to provide income for retirement. Whether your needs are immediate or long-term, you can choose the type of annuity whose features work for your situation.

An annuity can be a very confusing thing. While the basic concept of an annuity is simple, the details of how they work are often complicated. Buying an annuity can provide peace of mind when it comes to your income in retirement.

If you choose an annuity that provides payments for the remainder of your life, you might not have to worry about running out of money in retirement, as long as the annuity can cover your expenses. These guarantees can add some certainty to how much money you need to save to retire comfortably.

Topics at our Lunch & Learn will include:

- Information on how an annuity can provide supplemental retirement income

- Ways to utilize an annuity to complement traditional retirement sources such as an IRA or 401(k)

RSVP today to save a seat for this complimentary educational event.

*Past performance is no guarantee of future results*

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Ortiz Advisors

13006 Philadelphia Street, Suite 311

Whittier, CA 90601

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