Annuities are an important part of a conservative retirement and investment/savings portfolio. They are either Deferred meaning they are in their growth stage and you are postponing the payback, or they are Immediate and are in their payback stage with guaranteed payments to you. Deferred Annuities are designed to grow your assets tax deferred at interest rates usually higher than offered by bank CD’s. For more detailed information on annuities click below:
- Deferred Annuities
- Equity Indexed Annuities
- Immediate Annuities
Annuities cannot be “Quick Quoted” and require custom design for the client. For information about annuities specific to your need, please call and request a consultation. We are independent and utilize all the major annuity carriers. The products they offer are very competitive and rates and benefits/features change often so a search for the best product at the time of your need must be done.