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Annuities

During this time of uncertainty, we are concerned about your health, as well as the health of the ones you love!

Our Offices are cleaned thoroughly after every appointment…

We can provide you with a mask as well as hand sanitizer on request.

What WE Do

We Are A Full Service Annuity Marketplace

We research the best annuity based on your financial neeeds and goals.

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Annuities 101

Annuities come in many flavors. Sorting through them all can be confusing! Click the link below to learn the basics of annuities.

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Strategies

There are many strategies with annuities and any other investments! MYGA’s, SPIA’s, QLAC’s, FIA! What does all this mean? Click here to learn more.

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Annuity Reviews

The smart way to research annuities! We do in-depth reviews of annuities so you know what to expect. Are annuity brokers really telling the truth?

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Talk with an Advisor

How Do You Know If an Annuity is right for you?

It all depends on your goals! Some people want a guranteed Lifetime income, others are looking for growth, yet a few may want to leave a legacy. We have all the resources to get you started with your planning.

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MYGA's

More Info

A MYGA, or Multi-year Guaranteed Annuity will provide a guaranteed interest rate for a predetermined amount of time. These time frames can vary from 2-10 years. They are very similar to a CD. Interest rates can vary from company to company and change on a monthly basis. Be sure to shop around and compare current rates HERE.

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SPIA's

More Info

A SPIA is short for Single Premium Income Annuity. Its purpose is income only. It is a contract between the purchaser and the insurance company. This is the oldest type of annuity used by the Roman Empire. SPIA’s have no accumulation phase. It is meant for immediate income or in one year. There are Pro’s and Con’s to SPIA’s.

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FIA's

More Info

A fixed Index annuity (FIA) is a tax deferred annuity that grows either at a guaranteed rate of return or the return of a the return of an index such as the S&P 500. The beauty of the FIA is the potential for gain based on the allocation and principal protection. The growth is tax deferred and they grow larger that a standard fixed annuity.

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Available when you are

We work our schedule around you. One of our most popular methods is Seminars and screen sharing.

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Satisfaction Guaranteed

We guarantee you will be satisfied at AnnuityPal. Customer Service is our First priority!

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Free Consultations

No high pressure sales here! We are here to educate you. It is your retirement, your plan!

“Wow! My counsel was so personalized! I am so happy with my choice and my Advisors. Annuity Pal made sure that all my needs were met”

Jenson Deo

Customer

” I had no idea what to do after retirement. Then I found AnnuityPal. I was educated on choices as a friend, not a client. I am now confident in my retirement planning strategies.”

Dan Wiley

Customer