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Fixed Index Annuities

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.


Experience and Access

Justin has more than 20 years of experience in working with annuities and RetireVEST operates as in independent insurance agency giving us access to more than 30 top annuity carriers.  This gives you the 

 

Annuity Strategies

Safe Accumulation Annuity Strategy

"Bear Market Term Insurance"

"Bear Market Term Insurance"

A Safe Accumulation Annuity Strategy uses a fixed index annuity with specific features as an investment vehicle.  These features include: 

  • Principle Protection

  • Periodic Locked-in Gains

  • Opportunity for Market Growth without Market Loss

  • No Standard Fees

Guaranteed Income Annuity Strategy

"Personal Pension"

"Personal Pension"

A Guaranteed Income Annuity Strategy uses a fixed index annuity as the investment vehicle where a Guaranteed Withdrawal Benefit rides has been selected.  Benefits Include: 

  • Principle Protection from Market Loses

  • Guaranteed Lifetime Withdrawals for One or Both Spouses


Call Today for a Consultation (832) 995-1550