The Best Retirement Annuities in Virginia
Annuities, Retirement, and Income for Life
Virginia Annuity Resource offers Annuities, Retirement Planning and Income for Life strategies to ensure that you never outlive your assets. There are many ways to fund your retirement, but we believe that having the right plan that involves an annuity is the right path to choose. Annuities are contracts between you and an insurance company and we are annuity brokers. We will meet with you in person, over the phone, of you can come to one of our two locations in Montgomery County Maryland.
The process of shopping for an annuity is pretty simple. Not everyone can meet the suitability requirements that annuities have. An initial phone interview will be conducted and a brief explanation of your time horizon, goals, investment experience, and overall investment attitude towards money will give us the information that we need to point you down the right path. There is an annuity for every life stage and we are sure we can help you.
We hope you explore every page of this website as it was created to be an educational source for those investors that are serious about their money and it’s growth. We only offer the best rated annuities from the best rated carriers and if you situation is not a match, we will be the first to tell you. Thank you for finding us and we look forward to working with you.
Annuities are investment vehicles that are excellent at protecting your principal and compounding your investment. Annuities are contracts between you and an insurance company where you have several options and contract features that are unique to each carrier. If you save money and your are saving money inside a bank, you could be earning more interest. Click the image to find out more.
Jack Fleming started Maryland Annuity Resource as an educational website for his clients he met through his Insurance Agency Comrade Financial Group. Annuities are just part of the business but the most misunderstood insurance product in this business. Many of our clients are well underfunded for their retirement and we realized that in addition to their IRA, SEP IRA, or 401(k) plan, that an Annuity was a wise investment as an additional source of income. Jack is married as resides in Germantown, Maryland with his wife and two boys. Jack Fleming is a licensed Insurance Broker or Annuity Broker in this case. Jack holds the Title, Life, Health, and Annuity License from the State of Maryland, State of Virginia, and Washington D.C. Rest assured as we also carrier 1 million/2 million errors and omissions insurance that is additional to running this business as a Sole Proprietorship. Many brokers will start a LLC to hide behind the protections of that entity to reduce liability. We do not work that way and remain liable for everything we do and say to you. Enjoy the website.
Annuity Income Riders
Fixed Indexed Annuities have contract features that allow you the annuitant to add an Income Rider to your annuity contract. These differ from carrier to carrier so please tell us that you are expecting to receive income from your contract. These features do have charges but are minimal compared to the growth potential and the ability of having an income stream that you cannot outlive.
IRA and 401(k) Rollovers
We offer IRA and 401(k) Rollovers to a qualified IRA Annuity or any other annuity account of your choice. Did you leave your job, getting ready to retire, or your account is just not growing to your expectations? We can help show you how simple it is to rollover your account to the protection that only annuities offer. Please see our approved Rollover Guide to see what your options are. The process is about 7-14 days for the rollover transaction to take place.
Annuity Review and Annuity Exchanges
We offer Annuity Review services to make sure you know what you have and how to maximize that product through proper asset allocation in current market conditions. We also offer Annuity Exchange services that are within the guidelines of a 1035 Exchange to the transfer would be tax free depending on the circumstances. You have a wealth of product offerings and they are changing all of the time. Bonus products, non Bonus products, uncapped index options and the list goes on and on. We would be happy to help.