Stop worrying about
out living your income.
Call us.
We will take the worrying
out of living.

• A Higher fixed rate -- We will shop all of the available Fixed Annuities in the market place today for the highest possible Fixed rate for you. What is a Fixed Annuity? A Fixed annuity is like a Certificate of Deposit that is wrapped in a Tax Shelter. Unlike a CD, it is not FDIC insure but is backed by the financial strength of the insurance company offering the annuity. We work with only the highest ranked Insurance Companies. Also, unlike a CD, you only pay income tax on the interest earned when you remove it from the annuity. What interest is held in the Annuity continues to compound tax free.
  
  
• Higher Total Returns on your Variable Annuities.-- We research the most consistent performing mutual funds for your annuity. We prefer at least a 10 year track record with a 10% average minimum return. We prefer the mutual funds to be managed by a committee rather than a single manager. We think this helps calm volatility. What is a Variable Annuity? A Variable Annuity is a mutual fund wrapped in a tax shelter. As long as the mutual fund and it's proceeds remain in the annuity, it will continue to compound and grow tax free. We review and pick the most consistent and reliable mutual funds in the market place today.
  
  
• Change beneficiary designations - Sometimes changes occur in our lives. We will help work with you and your insurance company to help you decide what changes are best and then work with your insurance company to make those changes.
  
  
• We can provide a general review or a tune up on your current Annuities. Every year newer annuities are put into the market place. We will make sure you have the most efficient annuity that is appropriate for you.
  
  

A certified annuity specialist will review, fix or adjust your annuity. For higher rates for your fixed annuity or better returns for your variable annuity -- WE CAN HELP!

Call Local 503-925-0554 or Toll Free 1-877-777-0705 so we can help you today.

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