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Committed to helping families and businesses secure their financial future since 1983:

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Retirement & Annuity Services

Call for help with retirement plans and annuities.

 

Specializing in fixed annuities and principal-protected retirement income planning.

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Fixed annuities are ideal for customers with IRA, 401k or another retirement plan who:

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  • Have changed jobs;

  • Want to plan income.

  • Close to retirement age; or

  • Worried about market volatility.

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Bank CD customers can also use annuities for tax-deferral of earnings or a better interest rate when they reach age 60.

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Workplace Benefit Plans

Call for transition help for life, health and retirement plans when you are:

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  • Changing jobs;

  • Retiring soon; or

  • Have a retirement plan from the former employer.

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Also help employers find benefit plans to attract and retain good workers.

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Life Insurance

Call for a life insurance quote to offer you peace of mind when facing the loss of a partner or loved-one. 

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Life insurance can be used for:

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  • Income protection;

  • Debt reduction;

  • Spousal retirement benefit protection; and

  • Help paying for medical expenses like Long Term Care needs.

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Also call if you need help with:

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  • A life, annuity, or retirement benefit claim;

  • To find a life insurance settlement offer before losing a policy.

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About Annuities: Protection You Can Count On

 

Banks and brokers have offered annuities for years because they often outperform CDs for long-term savings or lifetime income plans. But few can make my claim that their clients have never lost principal in a market downturn.

 

My clients benefit from true principal protection from market loss because the focus is exclusively on fixed annuities.

 

Fixed annuities provide a guarantee of principal and offer a set earning rate or growth linked to a market index with built-in downside protection.  They also offer tax-deferral for savings outside of a retirement plan.  Ideal for customers when they reach age 60.


Insurance companies have offered annuities for centuries. Their guarantees are backed by their claims-paying ability.  The strongest carriers have endured economic crashes, wars, and recessions. Those are my preferred partners—established names with proven stability. 


So compare your options—rates, features, carriers. Then come back. You will have peace of mind knowing more than the daily rate so you can plan for your long-term security.

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