Tax-Deferred Fixed Annuities for Dentists

IRA and Pension Roll Out / Transfers

Concerned about today's investment climate ?  Tired of roller coaster returns with your Wall Street investments ?  It may be time to think about the safety of a fixed rate return, tax-deferred annuity.  Ask us about all of the - Rate Annuity options that are currently available to accept 401(k), SEPP, IRA and Terminated Pension Plan funds,  Short and long-term rates and terms are available.  Sometimes the tortoise outperforms the hare !

1035 Tax-Free Exchange From Life Insurance Or Annuity

Are you aware that you may transfer your Cash Value from a Whole Life or Universal Life insurance policy directly into a Fixed-Rate Annuity without having to pay the tax due on a traditional policy surrender ?  If your intent is to surrender an existing life insurance policy for the purpose of investing in an alternate investment then you may want to consider the safety and fixed-rate returns of a Fixed-Rate Annuity.

Single Premium Immediate Tax Deferred Annuity

Are you older, or have a parent who is older and concerned about outliving the returns your traditional investment provides ?  Then you may want to consider the tax advantages of a Single Premium Immediate Annuity income stream.   Start receiving an guaranteed income stream for a pre-determined time frame, or lifetime if you wish, within 30 days of transferring your funds.  Be assured of receiving an income you can not outlive !