How can I rollover my plan and guarantee my retirement?

Get started now! Protect your retirement!

Traditional retirement plans , not guaranteed and are invested directly into the market

Most traditional retirement plans are directly invested into the market and are exposed to volatility and losses, but with a guaranteed income annuity you can participate in market upside but not the losses. Giving you peace of mind that your retirement isn't at risk.

401(k) - 401(A) - IRA - 403(B) - 457 - 557 - TSP - SEP IRA

Profit sharing plans - Money purchase pension plans

Defined Benefit Plans -Cash Balance Plans - HR-10

ESOP Distributions - Pension lump sums

Fixed index Annuity (FIA)

Annuities are long-term retirement planning tools that can provide steady, predictable income for life—regardless of how the stock market performs or how long you live. A fixed indexed annuity (FIA) offers a way to grow your savings with the potential for higher returns than a traditional fixed annuity, without risking losses when the stock market drops.

How can I rollover my plan and guarantee my retirement?

1. We start by identifying what type of plan you have.

This could be a 401(k), 403(b), 457, TSP, pension, or IRA. I help you verify everything—no cost, no obligation.

2. We check if your plan is eligible for a tax-free rollover.

Most people qualify, especially if you’re separated from the employer or over age 59½. A rollover lets you move your funds

without taxes or penalties.

3. We choose a guaranteed retirement option.

This is usually a fixed index annuity that protects your money from market losses and can provide guaranteed lifetime income when you retire.

4. You sign the transfer paperwork.

This is completely free.

You never pay me anything.

There are no hidden fees for rolling over your money.

5. Your old plan transfers the funds directly into your new protected account.

You stay in full control, and your money is now safe from market downturns.

Get started now! Protect your retirement!