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How Annuities Fit Into Your Estate Plan
- Tax Advantages: Beneficiaries often receive annuity payments with favorable tax treatments.
- Probate Bypass: Annuities can help with avoiding the time-consuming and potentially costly probate process.
- Integration with Trusts: Combine annuities with trusts and other estate tools for a comprehensive plan.
- Death Benefit Options: Customize how beneficiaries receive assets upon the annuitant’s death.
We’ll route you to a financial expert who specializes in annuities and retirement planning.
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Our trusted network of advisors will listen to you and guide you toward an annuity that will allow you to achieve your goals.
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.
Reviews from Our Valued Community
I was pleasantly surprised by the excellent customer service provided by Mercer. She took my information and I received feedback very fast.
Very helpful and professional couldn’t have asked for anything better. Thanks for the help.
I love how everything is broken down and explained, and the clarity I’ve been given on a subject that I never even knew existed.
Unbiased source of great info on annuities and other types of insurance and financial planning instruments.
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!!!
Very cut and dry explanations of annuities and the different types. I also feel safe because this is an organization giving this information.
Our mission is to help you understand your options for buying an annuity so you can make informed decisions about your money. We’re committed to providing this help by making reliable information accessible to you and connecting you with a qualified professional.