Annuities

“Secure Your Future with Guaranteed Income.”

Fixed annuities provide safe, predictable growth and reliable future income—without the risks of the stock market.

Fixed Annuities

Guaranteed interest rates for a set period of time

Safety and security—your principal is never at risk

Ideal for conservative savers and those nearing retirement

Fixed Indexed Annuities (FIA)

Growth potential linked to a market index (like the S&P 500)

Downside protection—no losses from market drops

Optional riders for lifetime income or long-term care benefits

Tax Advantages

Growth is tax-deferred—you don’t pay taxes until you withdraw

Withdrawals before age 59½ may face penalties

Once annuitized, payments are generally taxed as ordinary income

If purchased with after-tax dollars, part of each payment may be considered a tax-free return of principal

(Add compliance note: “Please consult your tax professional for details specific to your situation.”)

How It Works (3 Easy Steps)

Schedule a Call → Book a consultation online.

Get Matched → We connect you with a trusted specialist in your state.

Choose Coverage → Protect your home and family with the right plan.