Safety First

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Reasonable Return

reasonable_return_newWe will evaluate your needs and offer you potential solutions!

Keep it Simple

keep_it_simple_smallYour financial future doesn’t have to be complicated!

Here are some interesting and helpful Index Annuity Videos

Retirement Realities
Allianz: Retirement Reality Fixed Index Annuity Video.

Annuity Basics Video
Allianz: The basics of Fixed Index Annuities.

Annuity Myths and Truths Video
Allianz: Video about the Myths and Truths of Fixed Index Annuities.

A Consumers Experience Video
NAFA: Great Video about Fixed Index Annuities.

Financial State of Baby Boomer Woman
A recent story from NBC News reported that Baby Boomer women are one of the least financially prepared population segments in our country right now. According to the AARP, only 10 percent of Boomer women have pensions, and 32 percent have 401ks. What’s more is 40 percent of Baby Boomer women are single and do not want to be dependent on others for financial stability. Many have returned to work … and not by choice.

While starting your retirement savings early in life is ideal, it’s not too late for Baby Boomers to work on a nest egg. Indexed annuities are a perfect example of a retirement product many should consider to help ease the angst of retirement planning and secure guaranteed income for life. With indexed annuities, retirement savings are protected from market losses, providing safety for those growing more risk adverse with age and today’s turbulent economy.

For the full story about the financial state of Boomer women, see the video above.




Educate Yourself

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Understand the Basics

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Who's who in a Fixed Index Annuity

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Understand the Benefits

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Tax Deferral

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Indexed Interest Potential

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Protection Benefits

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(603) 766-0405.