Would you like to enjoy some of the returns of the stock market without exposing your hard-earned retirement money to market corrections?
Annuities are powerful tools for funding retirements, legal agreements, and many other exchanges of money.
Is a deferred annuity right for you?
Get Started with a Free Quote
We're here for you and ready to listen. We wish to craft a policy that will serve you very well for many years to come, even against unforeseen circumstances. Call our 24/7 hotline or start a chat with us during normal business hours.
What You Get
Benefits of Our Program
- Competitive interest earnings
- Tax advantages – Earn interest on a tax-deferred basis.
- Access – Withdrawals taken before age 59 1/2 may incur a 10% tax penalty.
- Lifetime income – If you choose.
- Death benefit
Regarding any annuity questions, we recommend meeting in person so we can get a better understanding of your unique goals.
Frequently Asked Questions
What is a deferred annuity?
A deferred annuity is a contract with an insurance company that promises to pay the owner a regular income, or a specific amount, at some future date.
How do deferred annuities work?
A deferred annuity is an insurance contract that is designed for long-term savings. Investors can delay payments from a deferred annuity indefinitely. During that time, any earnings in the account are tax-delayed.
Can a deferred annuity be surrendered?
We can advise you on the possibilities during your free consultation. Book one today!
How much is a deferred annuity?
We can create the best plan that suits you, your unique needs, and budget. Book a free consultation with us today!
Are deferred annuities taxable?
Deferred annuities grow on a tax-deferred basis.
What are the benefits of having a deferred annuity?
Having an annuity can benefit you because it can provide regular payments, tax benefits and a potential death benefit.
Other Popular Insurance Policies
Whether you are a contractor, landscaper, florist or any other type of business, give us a call.
Protect your agriculture, cattle, or horses with one of our legendary policies for farmers.
Things happen - it's a good idea to have the proper riders for the unexpected.
Put You & Your Family in Caring Hands
With many years in the insurance business and proudly serving the residents and businesses and farms of the Tri-State area, we bring experience, reliability, professionalism, and personal care to a timeless profession.
We are family-owned and operated.