• 7+ YEARS AS A FINANCIAL RESOURCE
    We’ve been educating consumers about financial options since 2013.
  • THOUSANDS OF CUSTOMERS HELPED
    We’ve helped more than 5,000 people achieve financial freedom.
  • A+ RATING WITH THE BETTER BUSINESS BUREAU
    Our commitment to our customers has earned us an A+ rating with the BBB.

What Are Your Annuity Options?

  • Icon - Fixed Annuity
    GUARANTEED INCOME
    Fixed
    Fixed annuities come with a guaranteed, set interest rate that doesn’t vary beyond the contract terms.
    • Guaranteed income for life
    • Low risk
    • Premium protection
  • Icon - Variable Annuity
    FLEXIBLE INCOME
    Variable
    Variable annuities are tied to the performance of an investment portfolio.
    • Possible inflation hedge
    • Ability to assign a beneficiary
    • Potentially higher returns than fixed annuities
  • Icon - Fixed Indexed Annuity
    GROWTH POTENTIAL
    Fixed-Indexed
    Fixed-indexed annuities have rates that are tied to a specific index, such as the stock market.
    • Growth potential without the risk of losing your money
    • Index gains are locked in
    • Potential inflation hedge

Get Expert Advice With Our Easy Process

  • Icon - Number 1
    Contact Us
    We’ll route you to a financial expert who specializes in annuities and retirement planning.
  • Icon - Number 2
    Get a Free Consultation
    Our trusted network of advisors will listen to you and guide you toward an annuity that will allow you to achieve your goals.
  • Icon - Number 3
    Get Guaranteed Income for Life
    Get peace of mind knowing you’ve made a smart financial decision by securing a reliable income for your golden years.

We Have the Tools to Help You

Our partner has multiple resources to assist you in assessing your unique financial situation and help you get started on achieving your long-term financial goals.

  • Income Architech Logo
    Income Architech
    An all-in-one planning tool that seamlessly combines:
    • Income
    • Cash-flow analysis
    • Taxes
  • Total Social Security Logo
    Total Social Security
    Software that builds Social Security planning into your practice. Includes:
    • Visual reports
    • Break-even charts
    • Income-gap charts
  • Smart Risk Logo
    SmartRisk
    Software that helps clients achieve better retirement outcomes through better risk analysis. Includes:
    • Asset interaction analysis
    • Portfolio risk tolerance
    • Down market preparation

Testimonials

  • Icon - Rating - 64px
    Richard Janal
    “He was there for us every step of the way. He was responsive, patient, and considerate of all our needs. We live in Oregon, and, quite frankly, John was more responsive to our needs than anyone we could find in the Portland metro area. I feel very comfortable in recommending him and his firm. They are knowledgeable and very qualified at what they do!!!”
Speak with an Annuity Expert
Work with our trusted financial experts to find an annuity that meets your financial needs.