Get a Free Copy of Wise Retirement
This 114-page book addresses how annuities insure your retirement, how they offset the destruction caused by Bear Markets, how to understand the differences in annuities, and how annuities work within your overall retirement strategy.
Step 1 —
Complete Assessment
In less than 1-minute, easily answer 8 questions to determine if an annuity might fit your retirement strategy. We provide a custom-scored report explaining your score, and ideas on how you might approach annuity strategies.
You are provided a pre-qualified advisor in your market/city to talk about the score and options to consider. The first step is to complete the annuity assessment.
Step 2 —
Schedule Appointment
Following the assessment, schedule a 20-minute appointment with an Annuity Master advisor, who will discuss your assessment results.
There’s no obligation during the appointment. When you complete the appointment, be sure your advisor has your mailing address and a copy of Wise Retirement will be mailed the following day.
What Our Advisors Offer
Annuities designed for income, wealth accumulation, and estate protection.
Custom Strategies
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.
Advanced Planning
We have access to CPAs, legal assistance, and other expertise if such a need arises in your case.
Client Confidentiality
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.