Welcome To The Flex Annuity Strategy

The original strategy for using annuities to protect and grow your assets during retirement.

I’ve included this very important video series to help make sense of your retirement investing options.

The 5 keys to retirement investing

Identifying your priorities in these 5 key areas will ensure your retirement income solution is built on the right foundation

Comparing your safe money options: the pros & cons of cds, annuities, and bonds

Knowing what’s available helps put things in perspective. See where all these options fall short too

Putting the pieces together

Identifying your priorities in these 5 key areas will ensure your retirement income solution is built on the right foundation

Do you want a safe and flexible retirement strategy?

What Would You Do with an Old Variable Annuity?

Variable annuities are the most complex insurance products on the market. The basics are simple but there are so many details that a lot of contracts can end up being close to 200 pages. Raise your hand if you’ve ever read one of those entirely. VAs are the most popular annuities so a lot of people have them and many don’t know what to do with them.

I get this question rather frequently and another one came up last week. Should you keep an old variable annuity? Of course it all depends on your goals but I plan to show you why it’s not an easy decision to make, especially when someone is trying to sell you another product.

See Strategy