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In today’s volatile market, insurance is a big part of diversification. We pride ourselves on being proficient in knowing how to diversify your portfolio incorporating insurance products, and part of that role involves offering products with the insurance industry’s top competitors of annuities. We are licensed with over 40 insurance companies.

An annuity is a contract between an individual and an insurance company, in which the individual makes a lump-sum payment or series of payments. In return, the insurer makes periodic payments to the individual, beginning either immediately or at a future specified time.

Annuities are designed to meet retirement and other long-term financial planning goals. There are various types of annuities, each with its own specifications and tax benefits and implications.

The ABC’s of Annuities!