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Consumer Brochures

LEGACY FINANCIAL GROUP, LLC  |  RESOURCES

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, health care & 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 should I consider to start collecting Social Security benefits for retirement?

  7. Are my Social Security income benefits taxable?

Download Our No-Obligation
Complimentary Brochures

Why Fixed Index Annuities? | Social Security Quick Facts

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*Please note that Legacy Financial Group, LLC 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. Legacy Financial Group, LLC 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.

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CONTACT US

Jerod Andersen

Cell: 801-201-9711

Email: jerod@thelegacyfg.com

 

Kyle Zoellner

Cell: 435-602-9576

Email: kyle@thelgacyfg.com

OUR LOCATIONS

2725 E. Parleys Way

Suite 120

Salt Lake City, UT 84109

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555 Bluff Street

Suite 300

St. George, UT 84770

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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Securities offered through Parkland Securities, LLC, Member FINRA/SIPC. Legacy Financial Group, LLC, is independent of Parkland Securities, LLC.

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Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

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Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees 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.

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The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

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