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{{contact.custom.pro_pfx}} {{contact.lastName}}, Physicians Can Maximize Their Retirement with the Power of an Asset 'Carve-Out' Strategy

Transform your Portfolio into a Source of Stability and Growth

Consider the remarkable efficiency of an asset 'Carve-Out' strategy on a $1M retirement portfolio. While a traditional 100% investment portfolio allocation earning a 4% return would generate $40,000 per year. However, by adopting our innovative approach, where our strategic approach substantially lowers the demand on your investment account and improves your income by 150%. into a 10-year fixed annuity at 6.00%, and watch your account grow to $1,790,848—reaping the benefits of $790,848 purely from compound interest, and without the turbulent swings of the market. If you're in search of reliable current income, you can opt for a steady annual interest payout of $60,000.

PERSONAL PENSION TAILORED FOR PHYSICIANS

6.00% JUMBO RATE

{{firstName}}, as a physician, you've dedicated your career to the health and well-being of others. Isn't it time to give the same attention to the future health of your investments? Annuities aren't just for asset protection. Explore the advantages of a fixed annuity ideal for professionals in higher tax brackets. This A- rated annuity guarantees an impressive 6.00% compounded interest for a full 10 years, all tax-deferred. That translates to a remarkable 8.82% taxable equivalent yield (TEY). Don't miss out — lock in this attractive rate today.

We have been providing high-quality services since 1990

Drive your assets into the future

Experience a streamlined process designed for your convenience. Our hassle-free online application, rapid approval, and the ease of managing your annuity online post-purchase assure potential buyers of a smooth journey towards securing their financial future.

60%
Growth

Allocation

Fixed Annuity
Annuity Type
10 Yrs.
Rate Guarantee
10 Yrs.
Surrender Charge
A-
A.M. Best Rating

$0 will grow to $0 at maturity.

% total return after years1,2,3
1st Year Interest
$ 0
Total Interest
$ 0
Guaranteed Rate
0 %
Tax Equivalent Yield
0 %
60%
Growth

Allocation

Annuity Type
yrs.
Rate Guarantee
yrs.
Surrender Charge
A.M. Best Rating

$0 will grow to $0 at maturity.

% total return after years1,2,3
1st Year Interest
$ 0
Total Interest
$ 0
Guaranteed Rate
0 %
Tax Equivalent Yield
0 %
60%
Fixed Annuity

Growth Allocation

$0 will grow to $0 at maturity.

% total return after years1,2,3
Annuity Type
yrs.
Rate Guarantee
yrs.
Surrender Charge
A.M. Best Rating

No Data Found

1st Year Interest
$ 0
Total Interest
$ 0
Guaranteed Rate
0 %
Tax Equivalent Yield
0 %
60%
Fixed Annuity

Growth Allocation

$0 will grow to $0 at maturity.

% total return after years1,2,3
Annuity Type
yrs.
Rate Guarantee
yrs.
Surrender Charge
A.M. Best Rating

No Data Found

1st Year Interest
$ 0
Total Interest
$ 0
Guaranteed Rate
0 %
Tax Equivalent Yield
0 %
40%
Longevity Annuity

Personal Pension Allocation

$0 will generate a payout of $0 for your .

% Annual Payout Rate1,2,3
Annuity Type
Account Type
Inflation Type
A.M. Best Rating

No Data Found

Annual Income
$ 0
Exclusion Ratio
0 %
After Tax Income
$ 0
Payments to 100
$ 0
40%
Longevity Annuity

Personal Pension Allocation

$0 will generate a payout of $0 for your .

% Annual Payout Rate1,2,3
Annuity Type
Account Type
Inflation Type
A.M. Best Rating

No Data Found

Annual Income
$ 0
Exclusion Ratio
0 %
After Tax Income
$ 0
Payments to 100
$ 0
100%
Annuity Portfolio

Annuity Logic

$0 will grow to $0 at maturity.

% total return after years1,2,3
Annuity Type
yrs.
Rate Guarantee
yrs.
Surrender Charge
A.M. Best Rating

$0 will grow to $0 at maturity.

% total return after years1,2,3
1st Year Interest
$ 0
Total Interest
$ 0
Guaranteed Rate
0 %
Tax Equivalent Yield
0 %
100%
Annuity Portfolio

Annuity Logic

$0 will grow to $0 at maturity.

% total return after years1,2,3
Annuity Type
yrs.
Rate Guarantee
yrs.
Surrender Charge
A.M. Best Rating

$0 will grow to $0 at maturity.

% total return after years1,2,3
1st Year Interest
$ 0
Total Interest
$ 0
Guaranteed Rate
0 %
Tax Equivalent Yield
0 %
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MORE EXCLUSIVE RATES TAILORED FOR YOU

Choose Your Terms

*Rate Disclosure: The rates showcased are based on a premium tier of $100,000 unless otherwise indicated. The indicative interest returns and yearly payouts correspond to this tier's projected outcomes. Rates vary by tier, with higher premiums potentially qualifying for more favorable rates. The rates and corresponding TEY (Taxable Equivalent Yield) shown are calculated based on the highest premium tier, assuming a 32% tax bracket. For detailed information on different premium tiers or to understand the TEY for your specific tax bracket, consult with one of our licensed advisors.

NEW INNOVATION: HYBRID INVESTMENT™ USES ASSET GROWTH TO FUND GUARANTEED LIFETIME INCOME1

Unlock a Lifetime of Income with a Personal Pension

Rather than working harder, let your money work smarter. With just $500k, our new Hybrid Investment™ model with a split-annuity strategy intelligently divides your funds, focusing on both growth and secure retirement income. It's straightforward: one part is prudently invested, designed to grow and restore the original principal within 10 years or less. The other part establishes a fully funded personal pension, which pays you guaranteed lifetime income starting on a date you choose. Follow the simple steps below to help create a solid financial future.

Powerful Features

What Annuities Do

Seamless Rollovers
Transition your Retirement Accounts into a shielded growth vessel with our rollover-friendly annuities for physicians.
Awaken Idle Assets
Have non-performing assets? It's time to reposition them into a realm of assured and exclusive jumbo returns.
Portfolio De-Risking
Balance out the uncertainties in your investment portfolio by adding a steady, dependable growth engine.
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Grow your assets safely with a Fixed Annuity

In a world rife with financial uncertainty, predictable growth stands as a beacon of security. While other investment avenues may lure with promises of high returns, they often come tethered to the whims of volatile markets.

A Fixed Annuity offers you the unique value of steady, assured expansion of your assets, sidestepping the rollercoaster of market unpredictability.

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