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Have you experienced losses in the past or are you tired of paying high fees for various investment products that still subject your retirement money to potential losses?

Would you find comfort and security knowing there are insurance solutions available designed to:

  • PROTECT YOUR NEST EGG
  • LOCK IN INCREASES FROM YEAR TO YEAR
  • ALLOW OPPORTUNITIES FOR GROWTH
  • PROVIDE A GUARANTEED STREAM OF INCOME

Many are not aware these powerful tools exist. In fact, I often hear:

“That’s exactly what I’ve been looking for!”

If you have goals to protect the retirement money you’re counting on, you may be a good candidate to utilize the powerful benefits of these safe money strategies. I use these insurance solutions, along with my family, friends, and clients. With experience and confidence I can also help you safely plan for and enjoy a secure financial future. Your accomplishments deserve protection!

In its most general sense, an annuity is an agreement for one person or organization to pay another a stream or series of payments. Usually the term “annuity” relates to a contract between you and a life insurance company, but a charity or a trust can take the place of the insurance company.

There are many categories of annuities.
They can be classified by:

✔ Nature of the underlying investment – fixed or variable

✔ Primary purpose – accumulation or pay-out (deferred or immediate)

✔ Nature of pay-out commitment – fixed period, fixed amount, or lifetime

✔ Tax status – qualified or nonqualified

✔ Premium payment arrangement – single premium or flexible premium

These videos are for educational purposes. We represent many of the top carriers available. We will review your unique situation and be able to offer you a variety of carrier products and plans to choose from.

 

Buying An Annuity
Questions to Ask When Purchasing a Fixed Indexed Annuity