Create Predictable Income You Can’t Outlive
Imagine opening your banking app each month and seeing exactly what will arrive—no market guesswork, no sleepless nights.
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Your original premium is protected—even when the market dips.
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Earn interest linked to a market index, without direct market risk.
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Choose income you can’t outlive—solo or with a spouse.
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Some annuities offer a one-time bonus that boosts your starting value.
Annuities sit at the sweet spot between safety and opportunity. They’re issued by top rated carriers, grow tax-deferred, and can be tailored with riders that add long-term-care coverage, inflation bumps, or legacy benefits. We do the research, run the illustrations, and present clear options—so you move forward with total confidence.
What Our Clients Are Saying
““I slept soundly the night we signed. Estate Planning Inc. turned a portion of our 401(k) into an indexed annuity that now sends us a check every month. When the market dropped 12% —our income never changed.”
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Life Insurance That Complements Your Retirement Plan
Protect your loved ones, preserve your legacy, and complete your financial plan.
Even with guaranteed income in place, protecting loved ones from final expenses, lingering debts, or estate taxes remains vital. We offer term and permanent policies that layer seamlessly with your annuity strategy, so every stage of life—and every generation—is covered.
Ready to lock in lifelong income and a legacy that lasts?
We’ll help you choose the right path, protect what matters, and move forward with peace of mind.
Ready to take the next step?
We’re here to help you explore the right options for you and your family—at your pace, with no pressure. Just honest guidance and real answers you can trust.