Annuities
Welcome to the annuities section of our Web Site. This section covers the basics of annuities. If you would like to get an annuity quote simply complete and submit the appropriate form.
Without Risking a Penny...
A 62-year-old client, named Jim, walked into my office the other day, lamenting the loss of 40% of his pension plan's value.
I've heard this story a lot lately.
A year ago - pre-financial crisis - I barely heard a peep from retirement account holders. But today, a lot of my time is spent ensuring that my clients are earning a good return on their retirement money in an extraordinarily safe fashion.
He, of course, quipped, "What's the catch?" I explained that this investment opportunity was very real. And I assured him that all of the above was possible through the purchase of a flexible, premium, fixed index annuity.
Not Your Father's Annuity
Let's be clear, I'm talking about very attractive, user-friendly financial instruments that are perfectly suited for retirement and not the fee-laden annuities of old.
