Annuity Services In North Carolina

You’ll never have to worry about outliving your savings when you have an annuity in place. An annuity will be there when you need it most.

You could have a guaranteed, predictable income stream you won't outlive​

The Power of Annuities

Annuities will provide steady and reliable income for the rest of your life. An annuity can help you retire in peace, knowing that your finances will be taken care of with a steady stream of income coming in on a monthly basis. Although annuities are a great tool to help plan for the future, not all annuities are equal. We can help educate you on the features of each annuity and figure out which annuity best fits your goals.

Variable Annuities

  • Money grows faster because earnings are tax-deferred.
  • You’ll have several options for retirement income, including income for life.
  • Provide protection for loved ones through a death benefit.

Fixed Indexed Annuities

  • Money grows faster because earnings are tax-deferred.
  • You’ll have several options for retirement income, including income for life.
  • Provide protection for loved ones through a death benefit.

Immediate Annuities

  • Supplement other forms of guaranteed income, like Social Security.
  • Help you meet ongoing living expenses in retirement.

Deferred Fixed Annuity

  • Guaranteed fixed interest rate
  • Tax-deferred growth
  • Principal protection
  • Tax-deferred accumulation

Deferred Income Annuities

  • Because income begins later, provide higher income than immediate annuities.
  • You’ll have several options for how long income lasts, including income for life.
  • Provide protection for loved ones through a death benefit.
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Get your free annuity guide:

Want to learn more about annuities and why you should consider annuities when developing your long-term financial plan? Annuities are complex products, that’s why we’ve created a free annuity guide. 

Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company and do not protect the value of the variable investment options, which are subject to market risk. Quad Financial Management does not provide tax, accounting, or legal advice. Any taxpayer should seek advice based on the taxpayer’s particular circumstances from an independent tax advisor or attorney. You should carefully consider a variable annuity’s risks, charges, limitations, and expenses, as well as the risks, charges, expenses, and investment goals of the underlying investment options.