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Social Security & Retirement Information Brochures

Download our informational brochures to find out more about Social Security benefits and how a Fixed Index Annuity can help chart your course for retirement!

What You'll Discover:

  1. Should I consider Fixed Index Annuities as part of my retirement strategy?
  2. Will I have enough income for my retirement when considering inflation, healthcare & social security benefits?
  3. How do I determine what my estimated Social Security income benefits will be at retirement?
  4. How does life expectancy factor into what my benefits may be and how do I estimate my life expectancy?
  5. Will my retirement benefits be adjusted for inflation?
  6. When may I start collecting Social Security benefits for retirement?
  7. Are my Social Security income benefits taxable? 

Social Security Quick Facts

Why Fixed Index Annuities?

Please note that Compass Financial Group and their representatives can provide information, but not give tax or Social Security advice. Consumers should seek guidance from their tax advisor or the Social Security Administration regarding their particular situation. Compass Financial Group may be able to identify potential retirement income gaps and may introduce insurance products, such as a fixed annuity, as a potential solution. 

Not approved by, endorsed by, or affiliated with the U.S. Government or any governmental agency.

Check the background of this firm/advisor on FINRA’s BrokerCheck.