If you answer YES to any of the questions below, an annuity may be just what your looking for.

  • Tired of low rates on CD’s or savings accounts?
  • Tired of or worried about losing money in mutual funds or stocks?
  • Would you like to take control of when you pay taxes?

As you work toward your retirement goals, you might wonder if you are doing all you can to ensure the type of retirement you want. Annuities may be a valuable addition to your plan because they offer the opportunity for tax-deferred growth. Annuities also offer various features that can help protect your assets, and you can contribute as much as you want, free of IRS contribution limits.

  • Fixed Annuities provide steady growth and guaranteed rates of return.  They’re the perfect choice for individuals looking for the safety of a more conservative retirement vehicle.
  • Equity Indexed Fixed Annuities ensure you have the GROWTH POTENTIAL you want with the GUARANTEED  PROTECTION you need.  They allow you to participate in the S&P 500 index linked gains without the downside risk associated with the market. Some index annuities will lock in any gains each year and you’ll never lose them even in a down year.
  • Single-Premium Immediate Annuities can generate a steady stream of income suited to your cash flow needs. If you are already retired, you can enjoy the security of knowing your payments won’t fluctuate with market volatility.

Call us today for an appointment to review your choices.