Annuities
Our Annuity Attraction Brand
Many people sell annuities but very few people are experts in structuring annuities the proper way and we are certain that our way builds a plan that works in an up and down market for our clients. Both specialize in all annuities and we build individual customized strategies as no st no person’s retirement is exactly the same and everyone has individual goals so we will help you find the annuity that matches your retirement needs we don’t have loyalty to specific insurance companies we are open to using any and all available annuity products but our expertise is finding the correct one that meets your exact goals.
On our consultation we will show you how the annuities work. This will be an educational and informational meeting.
- 1. We will show you what fees if any are on them
- 2. We will show you how the insurance company makes money
- 3. We will show you what is guaranteed to you now and for the rest of your life/ lives
- 4. We will show you what we call sales techniques to look out for (potentially misleading, overly optimistic returns) when talking to other sales people in the annuity space. I show you these unrealistic expectations so that if you see it somewhere else you will know what kinds of questions to ask.
- 5. Because of our experience, we can show you how to cover your needs and still have room for growth, while having a safety net to give you peace of mind.
- 6. Our philosophy is that you should buy the smallest annuity possible which may sound odd coming from an annuity sales firm, however once you understand we are certain that you will have a plan that works no matter what the market bears.