Retirement
Peace of mind comes from having a retirement plan in place. Whether you’re planning to retire or already in retirement have solutions to fit your needs.
If the volatile nature of high-risk investments has you worried about your financial future, consider the stability of a fixed annuity.
What is an annuity?
An annuity is a financial vehicle that is designed to help you prepare for retirement. An annuity is a contract between an insurance company and you. You pay the insurance company premium and in exchange you get benefits an annuity can provide.
Let us help you understand how annuities can provide a key component to your retirement plan.
Main benefits of fixed annuities
- Competitive interest rates
- Guaranteed growth
- No stock market exposure
- Tax-deferred growth
Single or Flexible Payments
We are able to offer you either single payment and flexible payment annuities. Single payment annuities are purchased with a lump sum whereas flexible payment annuities allow you to choose the payment amount and frequency.
Interest Rates
We offer two interest rate options — Current interest rate or Guaranteed interest rate.
With the Current interest rate option, your annuity will earn via the current rate, which will fluctuate, but it will never earn less than the guaranteed rate.
Annuity Income Options
When the time is right, you can convert your annuity to a guaranteed stream of income.
Once your payouts begin, they are guaranteed to never change. They will continue according to the settlement option chosen when initiated.
We are here to help you figure out which options are best for you.
4227 South Meridian STE C237
Puyallup, WA 98373
(Google Map)
Office: 253-212-9919
Toll Free: 800-671-9217
Fax: 877-679-7262