Annuities are insurance products that provide a reliable, steady stream of payments to support your financial needs. These payments can run for the rest of your life or for a predetermined number of years. An annuity is a long-term investment contract issued by an insurance company. They are a good idea if you are nearing retirement and are looking for a strategy to protect yourself from outliving your income. Like any investment, annuities have their pros and cons, but are popular choices for investors when planning a retirement strategy. Let our team help you make the right investment.
There are two very common annuity types, fixed and variable, that investors can choose. With a fixed annuity the payments are spelled out exactly ahead of time in the contract. So investors can plan accordingly and have a bigger picture of how their retirement plan might look.
With a variable annuity comes the potential for higher – or lower – payments, depending on the performance of a traditional investment portfolio and the financial market. Work with our trusted experts to plan for the future.
Annuities are not for everyone, but our team can help you make the right choice. If you’re nearing retirement and need to ensure you can pay your living expenses after you’ve stopped working, you should consider if an annuity is right for you.
Corporate Office:
3502 Paesanos Pkwy., Ste. 102
San Antonio, TX 78231
Phone: 210.738.3537
Southside Office:
4614 E Southcross Blvd., Ste 106
San Antonio, TX 78222
Phone: 210.648.0555
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We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.