Time & Money

We have a number of relationships with highly-rated annuity carriers, both direct and indirect. Since every situation is unique, we ask that you call to describe your client’s needs and goals so we may recommend alternative solutions to meet them.

Who do you know with money tied up in CD’s?

Depending upon your client’s financial situation and investment 
objectives, tax deferred annuities might be a great alternative to CD’s

Here’s a Comparison

A simple Retirement Income Strategy