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 Medicare Supplement Accredited Advisor

"Nice to know
that I'll be well taken care of.
Thank you
Tom, for your
interest in my
physical welfare.
It is refreshing to know some
one cares about
something besides
making money.
God Bless you
and yours."
Leo Bors-
Phoenix, AZ

Call
800.547.1567
if you would like an agent to assist you

 

Why an annuity?
 
 

 

Wondering where you can earn better interest and growth than your bank's Certificate of Deposit?

Unleash the power of tax deferred fixed and indexed annuities.

Annuity Quote Request

 

  Fixed annuities provide retirement fund security by guaranteeing the principal investment , interest earned in the account and a minimum return regardless of the economy.

Fixed deferred annuities:
Are tax-deferred savings accounts you can count on to preserve and grow your retirement funds.

Fixed immediate annuities:
Provide income for a specific period of time or for a lifetime and are the number one investment used for pension disbursement planning. i.e. converting 401K, 403b, Keogh's, defined benefit plans and IRA's to a guaranteed income stream.

Let us show you how we can help you get the peace of mind you are looking for. An annuity is a contract regarded as an investment with an insurance company. Many people have found that they can achieve better results using an annuity to get triple compounding interest by using them as a tax shelter than with CDs.

As part of an overall strategy for the right investor, market indexed annuities that guarantee a minimum return but allow you to capture upswings in the market can provide considerable contributions to a retirement portfolio. Annuities may also provide opportunities to liquidate accounts in the form of systematic payments.

Annuity payments can be received over a specific number of years, in a lump sum or in guaranteed payments for the rest of your life. Withdrawals are also available, but may result in a surrender charge.

You should never put all of your money into a single annuity in a single year. Watch the Presentation to see one strategy for structuring annuity purchases to provide income, provide for solid future growth and plan for a lifetime of income that keeps up with inflation. We represent many companies that allow us to design an income stream that will meet your needs. Annuities often are married together with life insurance to create and endowment that you can tap for personal needs throughout  your lifetime if needed.

Fill in our simple no obligation form
for a FREE Annuity Quote
Get Quote
 

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