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Welcome To
Our Fixed Annuity Information Web Site
 Equity
Indexed
AnnuitiesBest of
both worlds
- Market Indexed based returns and upside potential with
no downside market
risks to
principal.
 10%
Bonus to principal credited on day one! ALL returns are
Tax-Deferred until withdrawn.
The
safety of a
CD -
with interest based on market index performance - S&P 500 & 400,
Dow Jones and Russell 2000.
Our
Primary Goal:
The
safety
of your hard earned retirement money.
Value added
service and resources.
For a free EIA presentation on CD visit our Free
Information page.
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Specializing in the unique needs of retired educators,
as well as
retirees from all other businesses and industries.
annuity
TSA (tax-sheltered
annuity plans) and 403(b) plans from hospitals and other
non-profits.
annuity
401(k)
Rollovers,
403(b), Standard IRA's, Roth IRA's
and other
qualified plan rollovers/transfers including 1035
tax-free annuity exchanges.
annuity
Annuity Qualified Plan
Distributions
Multi-generational planned distributions
to children and grandchildren using annuities. We can
help you create a family legacy with an annuity.
Annuity Philanthropic
Charitable Gifting Plans
Let us show you
how to use "wealth replacement" annuities for "painless giving" to your
favorite charity or non-profit.
Long Term Care
Planning
annuity
We also offer competitive
term life and long term care plans. We represent all of the major
annuity, life and long term care insurers
and will shop for the best price and coverage for your
particular needs. annuity
Our Goal: To
provide you with the individual, personalized attention
that you deserve.
We value your time and bring our
expertise to you - on your schedule, not ours.
The
safety
of your hard earned retirement funds is our focus and
primary objective.
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Customer Service
annuity
Old fashioned
personal customer service. We strive for the highest level of customer
satisfaction with you in mind. |
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Although we believe
the annuity information contained on this website to be correct, it is provided
for educational purposes only. We do not give any tax or legal
advice and therefore cannot guarantee its accuracy.
Please consult the appropriate legal or tax professional
for advice regarding your specific situation.
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