Annuities can provide additional income in retirement, protect against the loss of principal, and provide tax-deferred growth. These benefits make annuities suitable for a variety of our clients. We offer annuity products from top insurance carriers to fit your financial needs.

Multi-Year Guaranteed Annuity (MYGA)

A MYGA is a fixed annuity that offers a fixed interest rate for a specified period, usually 2-10 years. 

Ideal for:

  • People who want a guaranteed rate for the duration of the annuity.
  • People who prefer uncomplicated annuities.


Fixed annuities offer a fixed interest rate, but that rate could change after the guaranteed period. 

Ideal for:

  • People who want safe, tax-deferred growth.
  • People who wants predictable income in retirement.

Fixed Index

Fixed index annuities offer the opportunity to earn interest based on a stock market index's performance. 

Ideal for:

  • People who want the opportunity to earn more interest than a fixed annuity.
  • People who want to guard against the loss of principal.

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