Retire with a Guaranteed Income for Life


Plan for the Life you Want in Retirement

Protect your retirement savings and create an additional, guaranteed income stream with an annuity.


Why An Annuity?

You’ll not only protect your retirement savings, you’ll create a guaranteed income stream you can count on.

Guaranteed Income

Looking for a way to convert your hard-earned assets into a reliable, consistently monthly income stream in retirement? Investing in an annuity can provide guaranteed income for a specific period of time or for the rest of your life.

Tax-deferred savings

Consider the tax benefits of an annuity if you’ve maxed out your 401(k) or IRA, and are seeking additional tax-deferred savings before your retirement, and expect your tax bracket in retirement to be the same or lower than it is today.

We’ll help you plan to retire the way you want to.

Whether retirement is just around the corner or decades away, an annuity can be a smart way to set yourself up for a better retirement and guarantee you’ll have a regular income for the rest of your life.

Achieve your Financial Goals and Retire Stress Free

OUR FREE GIFT TO YOU

Patrick Kelly’s Stress-Free Retirement has fundamentally shaped the way we approach retirement planning — and we want you to have your own copy. Click the button below to get a FREE paperback copy. No strings attached: just a FREE book shipped for FREE.


Annuity Products

Discover how different types of annuities can be an important part of your financial planning and if one might be right for your retirement income needs and goals:

  • A Fixed Indexed Annuity can offer protection from market loss and opportunity for growth
  • A Fixed annuity with a guaranteed lifetime withdrawal benefit can provide protected lifetime income and guaranteed growth without exposure to market risks and principal protection
  • A (MYGA) Multi-Year Guaranteed Annuity offers predetermined and contractually guaranteed interest rate for a fixed period of time.
  • An Immediate Annuity (SPIA) is an insurance contract funded by a lump sum payment. You decide on the frequency and duration of your payouts when you buy it.





What Can an Annuity Do for You?

  • Create guaranteed income for life
  • Help Protect future income from market downturns
  • Offer flexible, tax-efficient investing
  • Provide a beneficiary benefit for loved ones

Annuity Strategies for Your Retirement Challenges

Different people have different retirement needs and goals. That’s why we offer annuity products to help you plan for a more secure future for you and your loved ones.

Schedule a time to find out if an Annuity may be a good fit for you!