Solutions for Retirees Who Want to Create Income For Life

Find Your Annuity Match

We can help you achieve
guaranteed income and safety in retirement

Our goal is to help our fellow Americans become better educated about annuities and guaranteed income options by working directly with financial professionals that have your best interests in mind. We want to help achieve financial confidence and financial safety for each individual we work with and provide annuity and guaranteed income solutions that fit each individual’s needs.

  • Step 1: To Schedule A 15 Minute Call Today With A Series 65 Fiduciary & State Licensed Advisor Submit Your Information to the Right.
  • Step 2: A Fiduciary & State Licensed Annuity Advisor Will Reach Out to You

  • Step 3: Receive the Retire Well Guaranteed Income Blueprint© Crafted to Fit Your Specific Needs

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Types of Annuities

variable annuities
Variable
Potential for increased earnings.
But also more risk.

fixed annuities
Fixed
Your investment grows based
on a guaranteed rate of return.

immediate annuities
Immediate
Convert a lump sum of
money into a stream of income.

fixed indexed annuities
Fixed Indexed
Potential for increased earnings based on index growth, with downside protection.

Benefit Variable Fixed Immediate Fixed Indexed
Guaranteed income for life for you and your spouse , Home , Home , Home , Home
Cost-of-living adjustment , Home
Guaranteed minimum withdrawal benefits , Home , Home
Protection against market losses , Home , Home , Home
Access to your funds, up to a specified limit , Home , Home , Home , Home
Potential to leave a legacy to heirs , Home , Home , Home , Home

Click to Enlarge

Types of Annuities

Concerned About Volatile Markets?

Concerned About Volatile Markets?

Here’s what you can do now to protect your nest egg from the inevitable volatility of the market.

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Need a Plan in Case a Spouse Passes?

Need a Plan in Case a Spouse Passes

Take time to arrange your accounts & make sure the proper plans for the surviving spouse’s income are in place.

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Want to Create Guaranteed Income Now?

Want to Create Guaranteed Income

Here’s how we draw up a written retirement income plan that you know that you can stick with.

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Want to Create Future Guaranteed Income?

Want to Create Future Guaranteed Income?

Annuities are built to pay income for as long as you live. It is an insured guarantee. Prepare for the future.

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When Can You Retire?

When Can You Retire

While the right retirement age can vary, the time to prepare for it is always the same: right now.

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What Are My Risks as a Pre-Retiree vs Retiree?

What Are My Risks as a Pre-Retiree vs Retiree

It’s time to make sure that your retirement income plan is structured to withstand common risks.

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Hundreds of retirees have trusted the US Annuity Institutes Team to help solve critical financial challenges and provide principal protection and safety in retirement.

Miguel and Yvonne were concerned about how the markets would impact their retirement. US Annuity Institute helped them secure an additional $24,000 per year in fixed income that was guaranteed to be there, even during market downturns or if one spouse passes away.

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US Annuity Institute
US Annuity Institute

Live, Experienced SEC Series 65 Investment Advisor Representative & Fiduciary Financial Advisor You Can Call Anytime

Work with a Qualified Professional: your own personal financial assistant — not just an unlicensed call center employee— to craft an income plan to fit your specific needs.

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Download Our Book Retire Well. The Guide To Guaranteed Income

Get on the path to financial clarity and confidence by reading Retire Well. The Guide To Guaranteed Income. When most people think about retirement, they may simply think of an age or an amount of money to retire with, but that’s only half the picture. Retire Well. The Guide To Guaranteed Income aims to help you address important questions that pertain to your retirement planning needs to help you gain clarity and get closer to reaching your goals now and in retirement. Download your free digital copy here to get started!

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Retire Well