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Turn assets in to Protected Lifetime Income by building your own pension with a Certified Annuity Specialist®

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Personal Pensions with a CAS®

If an annuity is right for you, your Personal Pensions with a CAS® gives you full access to:
  • Your very own dedicated Financial Advisor
  • Your Personal Financial Website to track your progress
  • Lifetime Income Needs Analysis with a CAS®
  • CAS® Advanced Annuity Analysis and Selection
  • A secure digital vault to store your financial documents
  • Actionable and on-going advice from your dedicated thrivealike Certified Specialist
thrivealike Personal Pensions with a CAS® Quote
FREE: Your Personal Pensions with a CAS® quote request is not a billable service
Complete the sections below to request your free quote by a Certified Annuity Specialist® to see if an annuity is right for you.

With no pension to fall back on you owe it to yourself to explore how this often misunderstood retirement planning tool can play a key role in building a secure foundation of income you can't outlive...

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INVESTMENT & RETIREMENT INSIGHTS
1) Annuity guarantees and lifetime payments are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. All products and rate guarantee periods may not be available in all states. Annuities are long-term, tax-deferred vehicles designed for retirement. Variable annuities and registered index-linked annuities involve investment risks and may lose value. Earnings are taxable as ordinary income when distributed. Individuals may be subject to a 10% additional tax if withdrawals from the annuity begin before age 59 1/2 if an exception to the tax is not met. 2) US Bureau of Labor Statistics
3) Alliance for Lifetime Income, Protected Lifetime Income Index Study – Wave 2 - July 20194) Social Security Administration, “When to Start Receiving Retirement Benefits,” 20215) CNN Money, “Ultimate Guide to Retirement,” October 19, 2021
(6) The information provided is for general informational purposes only and is not intended to, and does not, constitute legal advice.(7) Protected Lifetime Income Index Study: 2019(8) Fixed and Fixed Index Annuities do not lose value. (8) Variable and Index-Linked annuities may lose value.
(9) For Fee-Based Annuities: With variable annuities, a contract charge and subaccount charges may apply. A market value adjustment (MVA) may apply to withdrawals from fixed index annuities and registered index-linked annuities. The MVA may result in an increase or decrease to amounts removed from the contract. In addition, withdrawals from registered index-linked annuities may be subject to an interim value calculation.
The content on this website is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by thrivealike.com to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. The term “you” means a user of this website. The term “our” or “we” means thrivealike, its website(s), and any representative of thrivealike. Investment advisory services are provided through thrivealike, LLC, a Registered Investment Advisor. The description of products, services, and performance results of thrivealike contained on this website is not an offering or a solicitation of any kind. Past performance is not an indication of, and does not guarantee future results. Securities investments are subject to risk and may lose value. All of the information on this website is believed to be accurate and correct as the date set forth. thrivealike does not have or accept responsibility or an obligation to update such information. thrivealike, its affiliates and respective representatives do not provide tax, accounting, or legal advice. Any taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor or attorney. Certain videos on this website, along with the information contained within them, are owned by RightCaptial Inc., who has granted thrivealike, LLC permission to display them on this website. The Institute of Business & Finance™ owns the certification marks CFS®, Certified Fund Specialist®, in the United States, which it authorizes use of by individuals who successfully complete The Institute of Business & Finance's™ initial and ongoing certification requirements. The Institute of Business & Finance™ is a separate entity from thrivealike, LLC and does not provide financial or investment advice to the public. PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites to which you are linking.
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