Annuity Guide

the annuity guide

This Annuity Guide is designed to help you understand annuities and what role they may play in your financial plan. Our goal is to simplify the evaluation process and to help you with the purchase of the annuity that best fit your financial goals.

Once you understand the benefits of owning an annuity your will feel safe and secure knowing you have control in the future financially.

NEWS: Beginning in 2010 (thanks to the Pension Protection Act), income payments from a SPIA can fund, federal income tax free, a long term care insurance policy (see IRC section 1035). See more -->

See Financial Advisor magazine article: Annuities for the Middle Class?

High rates low risk

competitive rates

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Simplied planning

lifestyle preservation

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Long term care

protect income & assets

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What are annuities?

frequently asked questions

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