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Expert retirement income planning for families and individuals nationwide

5-Year Fixed Annuity at 3.35 Percent

Frustrated by money sitting around earning next to nothing? Thank goodness there’s now a smarter, short term 5-year option that beats the performance rates of money markets, CDs, and more!

Earn better returns: 3.35% versus ~1% from a CD

Unlock the interest. Unlike a CD, you can take the interest to live on without penalty. Choose either monthly or annual distributions after the 1st year.

Enjoy 100% liquidity for terminal illness or nursing home expenses (after 1st year).

Protect your legacy. Your heirs will receive account value at death with no withdrawal fees.

5-Year Fixed Annuity

Schedule an appointment within the next 30 days to make sure you don’t miss out on 3.35% interest, a short term hold, and 100% principal protection.

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To learn more, click the button above to request a time to visit with me either in person, or over the telephone at (972) 473-4700. I look forward to hearing from you!

3.35% 5-Year Fixed Annuity


Annuity product guarantees rely on the financial strength and claims-paying ability of the issuing insurer.