We are annuity experts. We live, breathe and die-for annuities. We do what few insurance agents can, for each and every one of our clients: sort through the hundreds of complex annuities available to find the best, most suitable ones for each client's specific needs. Then we translate the complex annuity policy legalese into englishese so you can easily understand the ins and outs of the financial tool you and your money are relying on.
Any so-called advisors can offer you the moon, stars, and sky with the flavor-of-the-month product that they are pushing at the time. We're different. We promise to:
- communicate with you in courteous, prompt fashion, and make a concerted effort to return all messages and emails within 24 business hours;
- provide professional and frank planning advice that puts you (rather than us) in a better position than you were before;
- work with you one-on-one to understand your personal & family goals, estate particulars, and risk tolerance;
- only recommend investments, insurance contracts, and other tools that meet or exceed your goals and risk tolerance, and are suitable for your estate particulars;
- to disclose (up-front) any potential tax issues, fees, commissions, or costs that might (or might not) be associated with our advice or recommendations; and
- to maintain an unparalleled education policy for our advisors on current legal, political, tax, financial and other issues that might affect our clients.