ANNUITIES FOR RETIREMENT
ANNUITIES FOR RETIREMENT
5960 Parker Rd
Plano, TX 75093
5960 Parker Rd
Plano, TX 75093
*Premium Listing*
Phone Number: (972) 740-7016
Phone Number: (972) 740-7016
Categories: Insurance, Insurance Annuities
We offer retirement services with safety of principal as our top priority.
As one gets older, it is imperative to protect the nest egg you have accumulated. There are several ways we offer to help you preserve your savings. We offer safe investment strategies that take out the risk of a market downturn but give the potential of gains in a good stock market. Our products are tied to market indexes and do not participate directly in the stock market.
Keywords: Annuities, Fixed Index Annuity, Hybrid annuities, fixed annuities, Multi-year annuities, life insurance, universal life insurance, term life insurance, long term care
As one gets older, it is imperative to protect the nest egg you have accumulated. There are several ways we offer to help you preserve your savings. We offer safe investment strategies that take out the risk of a market downturn but give the potential of gains in a good stock market. Our products are tied to market indexes and do not participate directly in the stock market.
Keywords: Annuities, Fixed Index Annuity, Hybrid annuities, fixed annuities, Multi-year annuities, life insurance, universal life insurance, term life insurance, long term care
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Interview Q&A
How long have you been in business?
10 years
What is your primary product or service?
Retirement Planning with safe investment alternatives to stock market participation. The annuity programs I represent have higher potential earnings without market downside risk. Currently available are 7 year guaranteed annuities paying 3.85%.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
I experienced financial losses in the 2008 market downturn. I wanted to find safe alternative investments for older Americans who don't have the longevity to withstand serious market corrections. I purchased annuities to accomplish this and have been very satisfied with my decision. I wanted to offer this service to others as well.
How do you differentiate yourself from other businesses in your category and area?
The client is always my top priority. I will never put my own interests above those of my clients.
How many locations do you have and do you have plans to expand?
I work from one location but also travel to the client's homes for their convenience.
What type of payments do you accept?
Personal checks.
Which areas do you service?
We service clients throughout Texas.
Who owns your company or runs daily operations?
I personally own my business and run daily operations.
What are your hours of operation?
By appointment.
What is the best compliment anyone can give you?
That I have helped to make their life better.
What is your favorite quote or Bible verse?
John 3:16
10 years
What is your primary product or service?
Retirement Planning with safe investment alternatives to stock market participation. The annuity programs I represent have higher potential earnings without market downside risk. Currently available are 7 year guaranteed annuities paying 3.85%.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
I experienced financial losses in the 2008 market downturn. I wanted to find safe alternative investments for older Americans who don't have the longevity to withstand serious market corrections. I purchased annuities to accomplish this and have been very satisfied with my decision. I wanted to offer this service to others as well.
How do you differentiate yourself from other businesses in your category and area?
The client is always my top priority. I will never put my own interests above those of my clients.
How many locations do you have and do you have plans to expand?
I work from one location but also travel to the client's homes for their convenience.
What type of payments do you accept?
Personal checks.
Which areas do you service?
We service clients throughout Texas.
Who owns your company or runs daily operations?
I personally own my business and run daily operations.
What are your hours of operation?
By appointment.
What is the best compliment anyone can give you?
That I have helped to make their life better.
What is your favorite quote or Bible verse?
John 3:16
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