We don’t sell annuities… we leverage annuities to provide solutions

Annuities confuse most people due to bad information and the dogmatic attitudes of financial professionals who are not licensed to sell annuities. Rather than seek to be properly informed, most naysayers don’t bother to educate themselves on the versatility of these products in structuring a strong retirement plan.

Annuity Master agents take a unique approach to annuities with clients. Our agents adhere to a high level of ethics and processes and seek to educate clients and involve clients in the annuity strategy process. Selecting annuities is not always a simple process based on the needs and goals of clients. Some of the needs of annuities might include the following:

  1. Long-term care — annuities can provide shelter and funds to offset long-term care costs.
  2. Wealth protection — when the markets decline, causing your retirement to decline in value, annuities can be leveraged to stop the losses. MYGAs are an excellent short-term solution.
  3. Wealth accumulation — when the goal is to minimize risk to assure wealth is passed to heirs, annuities can provide a 0% floor combined with upside potential.
  4. Income generation — as we are living longer, annuities are about the only financial instrument capable of guaranteeing a lifetime income payment that can also to a spouse.

These are just a few of the powerful solutions the versatility of annuities can provide. And your Annuity Master advisor can help you sort through these options. We have agents across the country who can answer your questions, address your concerns, and help develop a solution for your particular situation. Are annuities for everyone? No. But annuities are the most versatile financial tool to form the foundation of a properly developed retirement strategy; one that weighs proportionately between risk and safe bucket investments to assure your savings last at least as long as you do.

When you meet with an Annuity Master advisor, we will mail you a copy of our recently published book, Wise Retirement. This 114-page book covers the history of annuities dating back to the Roman Empire and illustrates with actual case studies how annuities compliment your retirement. Additionally, the book has QR code links to videos providing additional information.

Wise Retirement — Leveraging Annuity Versatility as Your Foundation is available on Amazon, Kindle, and also on Audible.

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