Annuities are contracts issued and distributed by financial institutions where the funds are invested with the goal of paying out a fixed income stream later on. They are mainly used for retirement purposes and help individuals address the risk of outliving their savings. Upon annuitization, the holding institution will issue a stream of payments at a later point in time.
Our Proven Process
We get clear on what's most important to you and discuss how having an annuity may benefit you.
We do an analysis of your risk tolerance, current fee structure and income strategy.
We make recommendations based on your desired outcomes and risk analysis.
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