An annuity is a financial product, transacted between an individual and an insurance company, that pays out a fixed income schedule. An annuity is purchased by either a single lump sum or a series of scheduled payments and is often utilized by retirees as a way of obtaining a dependable revenue stream. Annuities can help you save for retirement without enduring market risks, and they can also help you diversify your portfolio. Those who are nearing retirement age (or already retired) are often the best candidates for annuities, and payouts are getting more attractive after bottoming out during COVID.
Interested in annuities? Contact us now to find out more about what solutions we have for your particular needs!
TAILORED COVERAGE THAT’S RIGHT FOR YOU
We know insurance isn’t one size fits all, and we won’t offer coverages you don’t need. That is why we collaborate with you to create a customized plan with coverage that suits your specific needs based on your risk assessment. You won’t be getting any plan but YOUR plan.
EXPERIENCED RISK STRATEGISTS AND INSURANCE ADVISORS
By assessing gaps in policies where you might otherwise not be covered, we ensure you will always be protected so you won’t be surprised by a lacking policy when the time comes to use it. Providing guidance and expert strategic advice, we help you avoid using your coverage unless you absolutely have to.
A SHOULDER TO LEAN ON, WHEN YOU NEED IT MOST
We believe empathy and service go hand in hand. When you need to use your coverage, it is often after a tragedy or trauma has occurred. We will guide you through the process with understanding and respect, making it as easy as possible. To us, you are not just a number or a claim, and we will never treat you that way.