I assist advisors in the southern Texas region, providing assistance and education in annuity production. I have more than 25 years of experience in the financial services industry, working with clients and other investment professionals.
See how we can optimize existing assets into a better return or a guaranteed income stream that can’t be outlived.
If you need assistance on rates, case design, contracting and more, you have a team of dedicated specialists at your fingertips. Feel free to reach out to them directly if I am not available.
From accumulation to decumulation, wealth transfer strategies or making up for a Social Security shortfall, annuities are invaluable tools for retirement. Schedule a call to see how we can optimize existing assets into a guaranteed income stream that can’t be outlived.