There are thousands of annuities that are offered by hundreds of insurance companies. There are different types of annuities including immediate annuities, fixed annuities, fixed indexed annuities and variable annuities. Annuities are either single premium or flexible premium; single premium means you make one premium payment at time of purchase and flexible premium means that you have the option of making periodic premium payments according to the annuity offering.
Which Annuity is Right For You?
You'll need to know if an annuity is right for you. Once you determine if an annuity is a possible fit for your overall situation, you'll need to decide what type of annuity best fits your plan. Just because you know you need an annuity and you have decided to look at certain annuity types, it doesn't mean the process is over. The hard part is selecting the best insurance company which offers the product that most appropriately fits your needs. An insurance company might send you a great brochure which looks amazing and it seems to say all the right things. This doesn't mean the annuity is right for you. A brochure is not a contract. Choosing the right annuity includes knowing exactly what is contractually guaranteed and what features or benefits the insurance company can unilaterally change.
Let Us Help You Decide Which Annuity is Best For Your Situation!
We have an in-house licensed insurance agency specifically to help our clients obtain the best insurance products for their situation. We focus on the needs and goals of the client first. We then determine if there is a product that will perform based on the needs and goals of the client. You can have a great product but the timing is not right. A client might need a specific annuity but the current rates are not good enough. You need to purchase the right annuity for your situation at the right time. We will be happy to share exactly how we go about selecting the right annuity and share what is most important when considering a purchase.
Phone Consultation or In-Office Appointment: You Choose What's Best For You.
We offer a phone consultation and we can also schedule an in-office consultation. There is no hard selling. We ask you information about your situation and current assets and determine what is the appropriate path for you to take. Sometimes we can make specific recommendations based on your situation and sometimes we recommend spending more time before deciding, especially with complex financial plans. Our office is located in Darien Connecticut.
Call Us Now!
Call us directly at 203-614-9575 and we'll be happy to help. You can decide whether an in-person or phone consultation is better for you. Our phone consultations are $69 for 30 minutes and $99 for 60 minutes. This offer is only available to first time callers and only on phone consultations. We will provide unbiased objective advice and you are not required to purchase anything from us. Should you purchase an annuity from us or subsequently become our client, we will refund the initial consultation fee. Call us now at 203-614-9575. This number is specifically for callers responding to this information and you will be routed to an advisor directly. No recordings or holds or transfers.
Should the advisor be on another call, please leave your contact information and your voicemail message will be forwarded to the advisor immediately, even after normal business hours. This direct phone number is monitored for this service exclusively. If you are leaving a mobile number and you are open to receiving a text message confirmation, please share that in your message. Call us and get a quick response! We look forward to assisting you.