Annuities

Tired of stock market losses? (Contact Us)

Do you have money stuck in an old 401k plan?

Are you invested in a bank CD earning low, taxable interest?

Have you watched your IRA plunge in value?

It's time to protect your money from losses, while still participating in market upside potential.

Allianz

The purpose of an annuity from a life insurance company is to accumulate money tax-deferred for later pay out in a lump sum or in the form of income. An annuity can be one of the safest and most secure financial products available to help prepare for your retirement. Featuring value-added benefits backed by long-term guarantees, annuities offer peace of mind.

Benefits can include:

  • Safety of principal

  • Minimum guaranteed interest rates and policy values

  • Tax-deferred accumulation

  • Immediate premium bonuses

  • Options to base policy values on the performance of stock market indexes, without risk to principal (fixed indexing)

  • Access to a portion of your money

  • Annuity payment options, including guaranteed income for as long as you live

  • Freedom from probate (with a properly named beneficiary)

Contact us for more information on Annuities.