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Annuities

Retirement income
that competes with anything in the country.

We place annuities through one of the top-rated annuity carriers in the United States. Genuinely competitive on rates, guarantees, and rider options, and we'll tell you when one isn't right for you.

Why annuities matter

A few simple ideas, written for someone
who's never bought one.

i.

Tax-deferred growth

Money inside the annuity grows without being taxed each year. The compounding effect over decades is meaningful, especially on rollover IRA balances.

ii.

Guaranteed income

Once you turn it on, an annuity pays you a known amount for a known period, often for life. That's the part Social Security used to do alone.

iii.

Longevity protection

People are living longer than their plans assume. An annuity is one of the few financial products that can shoulder that risk on your behalf.

Who this fits

An annuity might be worth a conversation if…

If a few of these describe you, it's worth twenty minutes on the phone.

You're within ten years of retirement and want a portion of your savings to be predictable.
You have rollover IRA money sitting in a 401(k) from a previous employer.
You'd like a guaranteed income stream you can't outlive.
You want to protect a portion of your portfolio from market volatility.
You're concerned about a spouse's income if something happens to you.
You're looking at fixed-index or multi-year guaranteed annuity products specifically.
"Annuities are not right for everyone. We will tell you if they're not right for you."

Annuities are a conversation.

There's no quick web-form for this one. Twenty minutes on the phone is enough to know if it's a fit.