Success Stories- Using Index Annuities For Safety

Interested in taking the next step? Simply schedule a call with Bryan to discuss Index Annuities in your situation.

How Do Fixed-Indexed Annuities Secure Your Retirement?

Let’s take a look at how FIA performance compares in different market conditions…

Equity based investments are high risk, highly volatile, and offer no guarantees

Fixed Index Annuities form a bulletproof core to a retirement plan that produces great results no matter what the market does

Frequently Asked Questions from Our Clients

A few of the questions we get from people working with us at Annuity Straight Talk

Question 1:

Do you ONLY offer your services online?

Living in the remote mountains of Montana means that while I do enjoy some of the world’s best hunting and fishing, don’t have many neighbors. That’s why I’ve relied on the power of the Internet to communicate with clients all over the country for the last decade. What my clients have found is that not only am I more accessible than the “local guys”… but my process and approach is 100% better.

Question 2:

Will I be giving you my money?

Unless you want to send me a birthday card with cash in it, you will never give me any money. All your transactions will take place with national insurance companies. My role is to identify which insurance products will best support your financial goals, prepare your applications, keep you up to date with any changes that could affect your portfolio.

Question 3:

How much time will this take me?

Most of the time will be spent in The Discovery Call and Creating The Plan steps. Trust me when I say you’ll appreciate the attention to detail I give during those steps. I want to make sure I completely understand your financial goals and I also want to make sure you completely understand the plan I come up with for you.

Question 4:

What if I already have a financial advisor?

That’s great, and you’ve got a head start on many people who haven’t taken the initiative of hiring a financial advisor. If you’re confident in your advisor’s plan, then you should work with them and I wish you the best. But if you want a second opinion, then I encourage you to try this process out. I’ve had many clients who started with other advisors, but soon found that my approach to retirement planning was much better suited to their goals.

“How To Use An Index Annuity To Protect Your Assets And Increase Net Worth Through Retirement”

With safety as your most important consideration, you are in the right place to see the best way to use an index annuity to both protect your assets and allow your portfolio to grow. Watch the video below for a great example.

Feedback from Our Clients

“…a safe alternative to my retirement savings…”

“…sound and simple to understand…”

“…a trusted financial planner that we’ve been able to rely on…”

“…saved me from making several expensive and potentially disastrous mistakes…”