Annuity Policy Review

Interest rates have gone up in recent years, if you haven’t reviewed your policy, you should!

Annuities come in several different varieties. Some feature higher interest rates, while others include riders that can enhance the benefits for yourself or your beneficiaries. Call us today to help pick the right Annuity for you!

Which Annuity is Right For You?

MYGA Annuities

  • Multi Year Guarantee Annuities offer competitive rats to CD’s or Bonds.
  • Earnings are tax deferred until withdrawn
  • Interest rates are guaranteed for 3 to 10 years. 
  • Popular recently due to interest rates increasing.

Fixed Indexed Annuities

  • Provides growth potential followed by guaranteed income.
  • Income increases each year you wait to start the income.
  • Start the income when you are ready.

Annuity Riders

  • Some annuities offer riders, usually for an annual fee, that can enhance the value for beneficiaries, or if you need nursing home care in the future. 
How to Get Started

Get started on your journey today by reaching out to us for a complimentary consultation and a tailor-made proposal designed specifically for your needs.

Our team of experts is here to guide you through every step of the process, ensuring that your experience is seamless and customized to achieve your goals.

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