Some Retirees Underestimate the Impact
a Big Market Loss May Have
on the Future of Their Income.
Luckily, insurance can be used to protect more than just your physical assets: it can also be used to help protect your future. Our firm specializes in helping individuals safeguard their retirement nest eggs while still participating in market growth by offering a variety of insurance products and financial planning strategies.
With the right plan, you can potentially earn money with your money – through the use of fixed index annuities* and life insurance. Our firm can help you create a dependable and sustainable source of retirement income to be used now, in the future, or whenever you need it most.
- Fixed Index Annuities
- Life Insurance
- Long-Term-Care Planning
As an independent insurance firm, we are able to shop dozens of insurance carriers to find the best rates and product solutions to fit your specific needs. We also offer complimentary reviews on your existing fixed annuity and life insurance contracts.
*Annuities are designed to be long-term investments. Early withdrawals may impact annuity cash values and death benefits. Taxes are payable upon withdrawal of funds. An additional 10% IRS penalty may apply to withdrawals prior to age 59 ½. Annuities are not guaranteed by FDIC or any other governmental agency. Guarantees are based on the claims paying ability of the issuing insurance company. Fixed Indexed Annuities are insurance products and not considered a security or investment. Some restrictions may apply. Call for specific details and availability.