Annuities

Annuities are a potential way to establish a reliable lifetime income stream. By partnering with LPL Financial, we can combine our understanding of annuities with LPL Financial's access to extensive offerings and strategies that have potential benefits for your long-term financial well-being. 

Annuities can play an important role in a client’s overall financial plan. With people living longer and having fewer options for secure retirement income, annuities can be part of a strategy to help clients seek to avoid outliving their retirement savings.

*Annuities are long-term, tax-deferred investment vehicles designed for retirement purposes.  Gains from tax-deferred investments are taxable as ordinary income upon withdrawal.  Withdrawals made prior to age 59 ½ are subject to 10% IRS penalty tax. Surrender charges apply.  Guarantees are based on the claims paying ability of the issuing insurance company.