Annuities/Rollovers

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Protect the money in your TSP, IRA, SEP, 401k or 403b from investment losses.

If your retirement savings account (IRA, 410k or 403b) is currently invested in mutual funds, and you are at all concerned with the potential for market losses, watch this short video to learn how you can protect the retirement money from any investment losses.

In this video, you will learn:

You don’t have to figure it out alone. We’ll help you. Schedule a consultation today.

Top 10 Reasons To Purchase an Indexed Annuity:

10. I trust insurance carriers more than I trust banks.

9. I want the money to go to my family if I die.

8. I want the benefits of triple compounding.

7. I want access to my money.

6. I want an income stream, regardless of how long I live.

5. I need to supplement my Social Security payments.

4. The power of the annual reset.

3. Time my annual issue dates.

2. I want the ability to outpace other fixed money products.

1. I am risk averse

1 Source—FDIC Failed Bank List Taxes are paid at the time of withdrawal 3 Subject to IRS qualified plan guidelines. Withdrawals prior to age 59 ½ may be subject to IRS 10% early distribution penalty. 4 Source—Social Security Bulletin, Vol. 65, No. 3 Guarantees are based on the claims-paying ability of the issuing companies.