Annuities

The Legacy Connection

Secure Your Retirement with the Right

Annuity Plan.

Don't leave your financial future to chance. Having the right annuity is crucial for ensuring a stable and predictable income during retirement. Annuities can provide peace of mind by guaranteeing you won’t outlive your savings, allowing you to enjoy life without worrying about your finances.

Jessica M.

⭐⭐⭐⭐⭐

"I always thought retirement planning was overwhelming, but Kimberly broke everything down in a way that made sense. She helped me roll over my old 401(k) into a secure plan, and now I have guaranteed growth without market risk. I feel so much more confident about my future!"

Happy Customers

More than 100+ clients taken care of!

Annuities

The Legacy Connection

Secure Your Retirement with the Right

Annuity Plan.

Don't leave your financial future to chance. Having the right annuity is crucial for ensuring a stable and predictable income during retirement. Annuities can provide peace of mind by guaranteeing you won’t outlive your savings, allowing you to enjoy life without worrying about your finances.

About Us

Helping You To

Manage Your Annuity Needs!

Kimberly Greene

Owner, Broker, Licensed Agent
NPN: 4569096

About Us

Helping You To

Manage Your Annuity Needs!

Kimberly Greene

Owner, Broker, Licensed Agent
4569096

Everything You Need To Know

About Annuities At A Glance

What is an Annuity?

An annuity is a financial product that provides a steady income stream during retirement. It allows you to convert your savings into reliable payments for life or a set period, helping to secure your financial future. Get expert guidance to choose the right annuity for your needs.

Learn More

Important Details

Annuities come in different types, such as Fixed, Variable, and Indexed, each with unique benefits. Whether you're looking for guaranteed returns or growth potential linked to the market, there’s an annuity to suit your financial goals. Protect your future by selecting the right plan today.

Everything You Need To Know

About Annuities

At A Glance

Important Details

Annuities come in different types, such as Fixed, Variable, and Indexed, each with unique benefits. Whether you're looking for guaranteed returns or growth potential linked to the market, there’s an annuity to suit your financial goals. Protect your future by selecting the right plan today.

What is an Annuity?

An annuity is a financial product that provides a steady income stream during retirement. It allows you to convert your savings into reliable payments for life or a set period, helping to secure your financial future. Get expert guidance to choose the right annuity for your needs.

Learn More

Reviews

Real-Life Testimonials

From Satisfied Clients

Jessica M.

"I always thought retirement planning was overwhelming, but Kimberly broke everything down in a way that made sense. She helped me roll over my old 401(k) into a secure plan, and now I have guaranteed growth without market risk. I feel so much more confident about my future!"

Matt R.

"As a self-employed entrepreneur, I never had access to traditional benefits. Kimberly set me up with the perfect life insurance policy and a tax-free retirement strategy that gives me peace of mind. I only wish I had met her sooner!"

Sarah R.

"I wanted to offer my employees health and retirement benefits but didn’t know where to start. Kimberly customized an affordable group benefits package that helps me take care of my team while also saving on taxes. The Legacy Connection is a game-changer for small business owners!"

Reviews

Real-Life Testimonials

From Satisfied Clients

Jessica M.

""I always thought retirement planning was overwhelming, but Kimberly broke everything down in a way that made sense. She helped me roll over my old 401(k) into a secure plan, and now I have guaranteed growth without market risk. I feel so much more confident about my future!""

Matt R.

""As a self-employed entrepreneur, I never had access to traditional benefits. Kimberly set me up with the perfect life insurance policy and a tax-free retirement strategy that gives me peace of mind. I only wish I had met her sooner!""

Sarah R.

""I wanted to offer my employees health and retirement benefits but didn’t know where to start. Kimberly customized an affordable group benefits package that helps me take care of my team while also saving on taxes. The Legacy Connection is a game-changer for small business owners!""

More Info

Important Questions

What Type of Annuity is Right for Me?

There are several types of annuities, including fixed, variable, and indexed annuities. The best choice depends on your financial goals, risk tolerance, and the level of income predictability you prefer. Fixed annuities provide guaranteed payments, while variable and indexed annuities have returns that can vary based on market performance.

How Much Should I Invest in an Annuity?

The amount to invest in an annuity depends on your retirement goals, existing savings, and anticipated expenses. It’s essential to ensure your investment balances your need for growth and your need for guaranteed income during retirement.

Can I Customize My Annuity Plan?

Yes, annuities can be tailored to fit your needs. You can choose options like adding a death benefit, selecting a guaranteed payment period, or even setting up joint annuities for you and your spouse. Customization allows you to align your annuity with your retirement strategy.

What Happens If I Need Access to My Money Early?

Withdrawing funds from an annuity early may incur penalties, especially within the surrender period. However, many annuities offer options for penalty-free withdrawals under specific circumstances, such as severe illness or a percentage of the account value each year.

How do I Sign Up?

For personalized assistance, book an appointment with me. I’ll guide you through the different types of annuities, help determine the best fit for your retirement plan, and ensure you make an informed decision. Schedule your free consultation today to secure your financial future.

More Info

Important Questions

What Type of Annuity is Right for Me?

There are several types of annuities, including fixed, variable, and indexed annuities. The best choice depends on your financial goals, risk tolerance, and the level of income predictability you prefer. Fixed annuities provide guaranteed payments, while variable and indexed annuities have returns that can vary based on market performance.

How Much Should I Invest in an Annuity?

The amount to invest in an annuity depends on your retirement goals, existing savings, and anticipated expenses. It’s essential to ensure your investment balances your need for growth and your need for guaranteed income during retirement.

Can I Customize My Annuity Plan?

Yes, annuities can be tailored to fit your needs. You can choose options like adding a death benefit, selecting a guaranteed payment period, or even setting up joint annuities for you and your spouse. Customization allows you to align your annuity with your retirement strategy.

What Happens If I Need Access to My Money Early?

Withdrawing funds from an annuity early may incur penalties, especially within the surrender period. However, many annuities offer options for penalty-free withdrawals under specific circumstances, such as severe illness or a percentage of the account value each year.

How do I Sign Up?

For personalized assistance, book an appointment with me. I’ll guide you through the different types of annuities, help determine the best fit for your retirement plan, and ensure you make an informed decision. Schedule your free consultation today to secure your financial future.