Have You Had Your aNNUITY rEVIEWED?
Most of us get an annual physical. We check the oil in the car. We review our homeowner's policy when it renews.
But many people buy an annuity, put the paperwork in a drawer, and never look at it again.
That's why we're offering a complimentary Annuity Review to anyone who would like one, whether or not you bought your annuity through us.
In a short, relaxed meeting, we'll help you understand:
- What you own – the type of annuity, how it credits interest, and its key features
- Where it stands – current value, surrender schedule, and any riders or fees
- The company behind it – the issuing insurer's current financial-strength rating
- How it fits – whether it still lines up with your income, tax, and legacy goals
There's no charge and no obligation. Sometimes the best news we can give is, "What you have is working well. Keep it."
BEAT THE BANK WITH OUR October Safe Money Special
Up to 6.15% Guaranteed for 5 Years!
- A Rated
- Available to Age 89
- Tax Deferred
- Avoids Probate
- Rate Guaranteed for 5 Years!
Best Money is Safe Money
We specialize in clients up to age 89
100K Grows to nearly 135k Guaranteed!
See Graph Below
Make Your Money Work For you
100K turns into almost $135,000
Better than any Bank Product
Safer than any Bond
Welcome to Our MONTHLY SAFE MONEY $PECIAL!
Term of 5 Years:
5 to 6.15 % Guaranteed if the investment is greater than $100,000
A Rated Company
Tax Deferred
Avoids Probate
Guaranteed Rate for All 5 Years!
Available up to and including 89 Years Old
Quality First
We only work with partner companies of the highest rating
Client Availability
Our Safe Money Rates are available up to age 89, most of our competitors stop availability at age 80 or 85.
Real Benefits
This product is a tax deferred investment that provides a guaranteed rate for the term of the contract and this asset will avoid probate!
Excellence in Retirement Planning
Expert Retirement Planning & Legacy Strategies
Promises: No reduction in balance, No increase in tax bracket, Zero out-of-pocket costs.
Our Roth Conversion Promises
- Your balance will not be reduced
- Your Tax Bracket will not be increased
- You will not have any out-of-pocket expenses! NO COST
Why Work With Us
Personalized service tailored to your unique needs.
Experienced professionals dedicated to your success.
Proven results that speak for themselves.
