Annuties

Money does grow on trees!

Ever plant a tree?  You put the seed in the ground, water it, feed it...and over time it grows and bears fruit!  That is an annuity.  


Simply put, an annuity is an agreement.  You make either a one time lump payment, or a series of smaller payments.  The Insurance company invests that money and promises to pay you it back after a set period of time either in payments or as a lump some.  Your money grows due to smart investments, often with guarantees and is tax deferred.   

Let the fruit tree feed you later!

People typically buy annuities to help manage their income in retirement. Annuities provide three things: 


  • Periodic payments for a specific amount of time. This may be for the rest of your life, or the life of your spouse or another person.
  • Death benefits. If you die before you start receiving payments, the person you name as your beneficiary receives a specific payment.
  • Tax-deferred growth. You pay no taxes on the income and investment gains from your annuity until you withdraw the money.

Apples, Oranges and Pears

Let an expert such as myself work with you to find the best annuity.  We need to work together to meet your goals in the future and find the right "fruit" for your "money tree."


Annuities can be fixed, indexed or variable...work with an agent like me to determine what risk you feel most comfortable with.  Call me at 813-474-7206 or contact me using the links below.

Downloads

Downloads apply to the state of Florida only and this product may not be available in your state.  Not all companies I represent are presented here.


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Better yet, see us in person!

As a service to my clients I don't keep normal business hours.   Normally I'm available Monday through Friday from 8 AM to 7 PM EST and by appointment only on the weekends.

Robert Wilson - Career Life and Annuity Agent

4010 W Boy Scout Blvd, Tampa, Florida 33607, United States

(813) 474-7206