Annuity Report Card®
Owning an annuity, or owning the right annuity... the choice is yours.
In today’s environment, annuity investor safety goes well beyond the product guarantees in your contract. It also includes the insurance company that secures your funds and insures savings, the agency that services your account, as well as the expert who you rely on for advice.
What if you purchased your next annuity in an environment where YOU could verify everything? With a just a click of a button or a touch of your finger, you could view your agents’ Better Business Bureau rating, license history, and National Ethics Association membership?
What if you could be more knowledgeable about your product options? Ensure you have safe money? Or whether an annuity was even a smart choice for you?
The Annuity Safe Zone® offers our clients the platform to verify everything -from the license, background and integrity of the annuity expert you are working with- to the full product line that we have available.
Within our Annuity Safe Zone®, you have access to unedited client commentary… what better way to get to know us than seeing what our existing clients have to say… what better way to keep our annuity experts in check at the same time.
There is safety in numbers… and in transparency. We are a registered Annuity Safe Zone®. What this means to you: – Our clients have every viable company and product option available, eliminating the feeling of being forced into a product that doesn’t fit them best. Over a dozen A-rated carriers and over 1200 products to choose from.
Experience the Annuity Safe Zone® difference and full transparency. Contact us for more information.
"Americans should convert at least half of their retirement savings into an annuity." US Treasury Dept.
An annuity pays out for as long as you live. They are also insurance against general stock market declines and poor individual investment decisions.
J. Mark Iwry, deputy assistant Treasury secretary, recently announced that the Obama administration wants to "make options for annuitized income more attractive than lump sums" There is a serious problem whereby Americans are running out of their own money as they get older.
"There is a lack of financial education about the benefits of annuities and whats available" US Government Accountability Office
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Find out why Ben Bernanke, U.S. Federal Chairman, owns 2 annuities which represent the largest percentage of his own personal investment holdings.
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