Rates as High as 10.5 %*
*based on your age.
Why Choose an Annuity?
We represent only AM Best excellent-rated companies.
An annuity is a financial product designed to provide guaranteed income for a set period or for life, giving you peace of mind knowing your retirement income is secure and predictable.
We represent only AM Best excellent-rated companies.
An annuity is a financial product designed to provide guaranteed income for a set period or for life, giving you peace of mind knowing your retirement income is secure and predictable.
Guaranteed income for life
Never worry about running out of money.
Predictable returns
Enjoy steady, reliable income, regardless of market fluctuations.
Tax-deferred growth
Let your savings grow without immediate tax burdens.
Get 16% Cash Bonus on Your Annuity!
Choose Your Term to Get the Highest Bonus.
The Benefits of Guaranteed Retirement Income
Enjoy a steady, predictable income that lasts throughout your retirement, no matter how long you live.
Stay safe from market swings. Your returns are secure, even when the market dips.
Your money grows at a minimum guaranteed rate, so you don’t have to worry about losing your principal.
Benefit from tax-deferred growth on your earnings until you start withdrawing, maximizing your savings potential.
Tailor your retirement plan to meet your needs.
Backed by highly rated insurance companies. We work only with Excellent rated companies my AM Best.
Why Work With Us?
With over 30 years of experience, we’re more than just a service—we’re your trusted partner in securing your financial future. We don’t just set things up and walk away; we provide ongoing, personalized support and expert guidance to help your plan grow with you, now and for years to come. Our primary objective is ensuring our clients can sleep well at night and never run out of money.
- Independent: We represent only AM Best excellent-rated companies.
- Licensed: Certified through the Department of Insurance in your state.
- Licensed: Certified through the Department of Insurance in your state.
- Financial Security: Guaranteed lifetime income and protection from market volatility.
- Client-Focused: Ongoing support with a focus on long-term relationships.
- Transparent & Honest: No hidden fees—just clear, straightforward solutions.
With over 30 years of experience, we’re more than just a service—we’re your trusted partner in securing your financial future. We don’t just set things up and walk away; we provide ongoing, personalized support and expert guidance to help your plan grow with you, now and for years to come. Our primary objective is ensuring our clients can sleep well at night and never run out of money.
- Independent: We represent only AM Best excellent-rated companies.
- Licensed: Certified through the Department of Insurance in your state.
- Expert Guidance: Personalized advice to help you choose the best plan.
- Financial Security: Guaranteed lifetime income and protection from market volatility.
- Client-Focused: Ongoing support with a focus on long-term relationships.
- Transparent & Honest: No hidden fees—just clear, straightforward solutions.
Get 16% Cash Bonus on Your Annuity!
Choose Your Term to Get the Highest Bonus.
Process For Getting an Annuity
We start with a personalized consultation to understand your financial goals and retirement needs.
Based on your goals, we help you choose the best annuity plan tailored to you.
We guide you through the paperwork and ensure your guaranteed income is set up seamlessly.
Your plan evolves with you. We provide continuous support to keep your financial future secure.
Contact us
Monday through Friday
8:30 AM to 4:00 PM
2033 Main Street
Suite 103
Sarasota, FL 34237
Monday through Friday
8:30 AM to 4:00 PM
1 South School Avenue
Suite 501
Sarasota, FL 34237
The guaranteed income provided through annuities is subject to the claimspaying ability of the issuing insurance company. Rates and bonuses are dependent on individual factors, including age, the specific annuity product selected, and the term chosen. All annuity products involve certain risks, including but not limited to surrender charges for early withdrawals.
Tax-deferred growth applies to the earnings of the annuity, and taxes will be due upon withdrawal, potentially at ordinary income tax rates. Annuities are designed to provide long-term financial security; however, withdrawals prior to the selected term may incur penalties. Please consult a licensed financial advisor or tax professional to determine the suitability of an annuity for your individual retirement goals and circumstances. This material is for informational purposes only and is not intended as investment advice.