Why get an Annuity

So you are curious about annuities?  You're wondering how an annuity can benefity your financial portfolio?

Here are some very strong reasons based on the results of a recent survey of Baby Boomers done by Harris Interactive Inc.. This show's that income planning must become your new focus for your financial portfolio.

In 2011, the first of 81 million Baby Boomers will turn 65. Over the next 20 years, the entire retirement landscape will undergo a major makeover – with the universal theme being Income Planning.

Here are some of the results of this study:

  • 86% of leading edge Boomers DO NOT own an annuity.

Here is where it becomes really exciting, the study also found:

  • 57% were concerned that stock market volatility would DECREASE their retirement INCOME!!
  • 80% are concerned about having Adequate Income during Retirement!!
  • 69% of leading edge Boomers worry about Outliving their Financial Resources!!

We recognize the need for Income Planning and have the only stand-alone entity staffed by professionally trained Income Architects ready to help you do one thing – ride the coming wave!

  • 69% like the idea of vehicle that GUARANTEES THE PRINCIPAL
  • 71% like the idea of a retirement vehicle that provides a STEADY STREAM OF INCOME once they retire.


Office:    1-801-675-8085
Office 2:   1-801-399-2364