top of page

What is an Annuity?

Is an Annuity right for me?


An annuity is a contract between you (the annuity owner) and an insurance company. In return for your payment, the insurance company agrees to provide you with a regular stream of income or a lump sum pay-out at some future time (generally, once you retire or pass the age of 59 ½). 


For the right investor, annuities can be exceptional to a well-rounded portfolio. They have the advantage over traditional retirement plans of allowing you to invest unlimited funds that are tax-deferred.


There are many different types of annuities to meet the specific needs of an individual and that is why we encourage you to contact us today.


Complete the form on the contact page or call us today at 407-682-7550 or toll free 800-865-0001 and one of our Retirement Specialist can assist you in making the right informed decision.


We look forward to working for you. We know you have worked hard for your money and we want to make sure your money works hard for you!




bottom of page