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What Sets Us Apart?
We understand that finding the right annuity for your specific retirement needs is complicated and difficult to do. There is a lot of information out there about annuities, most of which is out of date, misleading, inaccurate, biased or simply plain wrong.
Here are some of the reasons why customers work with us:
1
Experience
Over the last 10 years we have helped thousands of clients find the best products for their retirement needs.
2
No Fees Whatsoever!
We always act in the best interest of our clients and our services are free to you. We are compensated by the insurance companies.
3
Trusted Local Professionals
We are the preferred partners of the Florida Association of Insurance Agents, which represents over 20,000 agents in Florida.
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WE ARE ANNUITY DEPOT
Annuities are financial tools that can be used in a variety of different situations depending on client’s needs.
Annuities can be used as part of a balanced portfolio to provide safety of principal and guaranteed income for life. Annuities can also be used for wealth transfer or as a hedge against inflation.
Clients who buy annuities buy them for the following reasons:
- Maximize retirement income and lifestyle.
- Protect a portion of their retirement savings from stock market crashes.
- On a reasonable rate of return based on the market index without downside risk.
- Reduce stress and anxiety by creating certainty of outcome.
- Guaranteed safety of principal, gains are locked in with no market risk.
- Reduce taxes through tax deferral on non-qualified accounts.
- Create guaranteed legacy and wealth transfer.
- Top A rated companies.
“We have a team of specialists waiting to help you”
What Our Happy Customers Are Saying….
Audrey H. | Delray Beach, FL
I was extremely impressed with the way Trevor made complicated financial matters and concepts seem so easy to follow and understand. I was just wowed!
Phyllis H. | Boca Raton, FL
Trevor has been the best annuity adviser I have ever had; and I've had plenty. His recommended annuities are great from my perspective. He is the one to go with.
David B. | Palm Beach, FL
I would without hesitation recommend Trevor and his staff to anyone that is looking to position themselves for a comfortable retirement, while at the same time enjoying their current lifestyle!
Preferred Vendor
Florida Association of Insurance Agents
Through our parent company Asset Wealth Management, we are proud to be the preferred provider of insurance solutions to all members of FAIA.
Do you want protection and steady income during retirement? Are you thinking about having an Annuity as part of your retirement planning? – Annuities can be valuable in retirement, but they are complex financial products that can be misunderstood and prove costly. Let us help.
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Contact Info
ANNUITY DEPOT
601 N Congress Ave. Suite 431
Delray Beach, FL 33445
info@annuitydepot.com