“Investing For Your Future.”
Annuities are one of the best ways individuals have to set aside money on a tax-deferred basis.
A unique feature of an annuity, not found in any other investment vehicle, is that it can provide a stream of income that cannot be outlived. If the annuity benefits are to be paid over a lifetime, the monthly or annual benefit amount is guaranteed to come each and every month or year regardless of how long the individual lives.
Several other payment options are also available. In the event of death, all proceeds can pass directly to a named beneficiary, without surrender charge, probate delay, estate settlement costs, or publicity.
An annuity is a financial vehicle that is designed to help you prepare for retirement. Simply put, an annuity is a contract between you and an insurance company: You pay the insurance company premium or purchase payments, and in exchange you get benefits only an annuity can provide.
Because no two people have the same needs or goals, We have many different carriers that offer several types of annuities.
If you would like a quote for an Annuity please click on the Client Data Worksheet Annuity and email it back to us at email@example.com
If you have specific questions feel free to contact us via email,
or you can call us @ 386.574.3030 or toll free: 800.329.3031
Here are a few videos from Allianz, A company we represent.