Annuity Exchanges Services

Your current retirement plans may not be up to date, which means that you could be missing out on tons of benefits and thousands of dollars for your golden years. Check out the list below to find out what we can do for you to help you improve your retirement savings.

Annuity Exchange Services

  • We'll evaluate your current plans. We'll see how your current plans are performing and if they're helping you acheive your retirement goals. If not, we'll help you find a new plan that will.
  • Get a guaranteed income for retirement. You get to choose how you'd like to recieve your retirement money - a lump sum, payments for a fixed number of years or even for the rest of your life!
  • Earn Interest. Most annuities return at a rate equal to or greater than Certificates of Deposit (CDs) and other retirement plans.
  • No Market Risk. With an annuity, you'll earn interest when the market is up, but you won't lose any money when the market is down.
  • Your taxes will be deferred. Contributions to your annuity are not taxed until you withdraw or recieve payments.
  • Qualify for Medicaid. Annuities can shelter assets, allowing you to qualify for Medicaid more easily without sacrificing quality of life.
  • Avoid Probate. When you pass away, your loved ones will recieve your annuity funds without having to waste time and money in through the probate process.

To learn more about these and others benefits of an annuity exchange, please fill out the form on this page or call our toll-free number today!

Note: Not all benefits are available in every state. Please ask your insurance specialist for more details.

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Trusted Partners

Mutual Of Omaha
Fidelity & Guaranty Life

Mutual Of Omaha
National Guardian Life