Whether you are in retirement or close to retiring, we know that guaranteed income is one of your most important needs. Investment vehicles like 401(k), pensions, and IRAs are tied to stock markets and susceptible to market fluctuations. We will discuss utilizing insurance products, such as a Fixed Index Annuity (the type of annuity our firm focuses on) that provide the opportunity to get a reasonable rate of return while your principal stays safe.

During your no-obligation meeting we will discuss:

  1. What is an annuity and how does it work?
  2. Do annuities fit in with your retirement plan?
  3. How important should your principal protection be in your retirement plan?
Call our office at 877-299-9108 and set up a time to meet with Jon-Jon Knepp to discuss your retirement planning options.