Best Annuity Options

Over the years, our Clients have found annuities to be valuable for tax-efficient wealth accumulation, alternatives to bonds, retirement income distribution, and legacy. 

As part of our standard planning process we routinely investigate the value of an annuity as an integral piece of a well balanced portfolio. Their preferred tax status and inherent capabilities to earn market-like returns without the risk of principal and earnings loss, to guarantee an income and legacy, and to deliver reliability in any market environment, set them apart as a viable option for any portfolio.

We offer the finest Fixed Index Annuity and Fixed Annuity options from all of the top-rated insurance companies in the industry, and can source the proper solution to fit virtually any need. The graphic below gives an overview of the 3 styles of annuities most commonly employed by our Clients.

Call Dan Duke at 918-406-2246 to learn more about the value of annuities, and request an illustration based on your particular investing and income objectives.