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Annuities
Because of the complexity of annuities and all the features that are available it is important to speak with a financial professional to see if an annuity is suitable for your circumstances.
What is an Annuity?
An annuity is a financial vehicle that is designed to help you prepare for retirement. An annuity is a contract between an insurance company and you. You pay the insurance company premium and in exchange, you get benefits an annuity can provide.
Annuities have many valuable qualities about them. One, in particular, is they offer a tax-deferred growth when you are saving for retirement. Also, you can structure these in all different ways including payments for the rest of your life.
They can be designed in many different ways and for many different purposes. Some of these include lifetime income, inflation protection, enhanced death benefit, transfer of wealth to your beneficiaries, and other options that are available for an extra cost.
These Videos Will Help You Understand Annuities
History of Annuities
Safety of an Annuity
Annuity a Contract
Income Annuities
Zero is the Hero
Flip the Coin
Our partner company Anchor Financial, has many fiduciaries you can speak with at no cost to see if this will be a good fit for your retirement plans
AND MORE..
Because of the complexity of annuities and all the features that are available it is important to speak with a financial professional to see if an annuity is suitable for your circumstances.
What's an Annuity?
An annuity is a financial vehicle that is designed to help you prepare for retirement. An annuity is a contract between an insurance company and you. You pay the insurance company premium and in exchange, you get benefits an annuity can provide.
Annuities have many valuable qualities about them. One, in particular, is they offer a tax-deferred growth when you are saving for retirement. Also, you can structure these in all different ways including payments for the rest of your life.
They can be designed in many different ways and for many different purposes. Some of these include lifetime income, inflation protection, enhanced death benefit, transfer of wealth to your beneficiaries, and other options that are available for an extra cost.
These Videos Will Help You Understand Annuities
History of an Annuity
Safety of an Annuity
Annuity a Contract
Income Annuities
Zero is the Hero
Flip the Coin
Our partner company Anchor Financial, has many fiduciaries you can speak with at no cost to see if this will be a good fit for your retirement plans
AND MORE..
Let us help you live a healthy, happy,
stress-free retirement.
About Us
Our company has been serving clients for 8+ years. We not only love what we do but we love who we serve. Whether you are looking for Medicare plans, Life insurance or Financial services, etc. The Medicare Exchange is the go-to company for all of your retirement needs.
Opening Hours
Monday - 08:00-5:00
Tuesday - 08:00-5:00
Wednesday - 08:00-5:00
Thursday - 08:00-5:00
Friday - 08:00-5:00
Saturday & Sunday - BY APPOINTMET ONLY
Let us help you live a healthy, happy,
stress-free retirement.
Client Testimonials
Professionalism, Quality, Responsiveness
They helped my family at an age where the seniors don't understand the process. These people are friendly, professional, patient as well as understanding. What would take days for me, they did all the work and explained it to where we could understand. Top shelf service 👌
Ladd B
Vienna S.
About Us
Our company has been serving clients for 9+ years. We not only love what we do but we love who we serve. Whether you are looking for Medicare plans, Life insurance or Financial services, etc. The Medicare Exchange is the go-to company for all of your retirement needs.
Opening Hours
Monday - 08:00-5:00
Tuesday - 08:00-5:00
Wednesday - 08:00-5:00
Thursday - 08:00-5:00
Friday - 08:00-5:00
Saturday & Sunday - BY APPOINTMET ONLY
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