• 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.
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Tax Benefits of an Annuity

  • Annuities offer tax-deferred growth, which means that taxes aren’t due until you withdraw money.
  • Investments, including dividends, interest and capital gains, grow tax-free while they remain in the annuity.
  • Annuities purchased with a Roth IRA or Roth 401(k) are tax-free if you meet certain requirements.

Get Expert Advice With Our Easy Process

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    Contact Us
    We’ll route you to a financial expert who specializes in annuities and retirement planning.
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    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.
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    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

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    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.