In less than 1-minute, easily answer 8 questions to determine if an annuity might be a good fit in your retirement strategy. We provide you a custom-scored report explaining your score and you might need to approach annuity strategies.
You are provided a pre-qualified agent in your market/city to consult with regarding the score and options to consider. But the first step is to begin the assessment.
We primarily represent clients over 50 who are either headed for retirement, or already retired. We also understand that annuities are not for everyone.
We strive to help our clients select annuities that specifically fit their situation by properly balancing three critical components of 1) maintaining liquidity, 2) providing upside growth, and 3) estalishing guaranteed income.
What We Offer
Annuities designed for income, wealth accumulation, and estate protection.
We conduct a thorough fact-finding session to determine what will best fit your particular situation.
Industry Leading Carriers
We will place you with A-rated leading companies that provide the best performance for your situation.
We have access to CPAs, legal assistance, and other expertise if such a need arises in your case.
We protect your situation and confidentiality by never sharing your information with outside parties.
Online Policy Management
Once your annuity is in place, we empower you to access and review its performance anytime you like.
Premium Customer Service
Your situation is unique and ongoing, so our goal is to establish trust early in our process of working together.