Annuities in Plain english

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Yours for free!

Annuity Ebook on Tablet

This comprehensive ebook is a straightforward guide to understanding how annuities work, the various types of annuities, and the questions to ask before purchasing one. 

Annuities are complicated enough

Get the facts and a balanced view from an expert.

Learn about what you need to consider before you sign.

Learn about all the major types of annuities, including their pro's and con's.

Balance the benefits and risks of annuities so that you can make your own educated decision.

Did you know?

You can get income for life

And qualify for up to A 30% bonus for retirement income.

An annuity is the only available product that can guarantee income for your entire life. Plus, you can qualify for a bonus just for opening an account, which can be used for income purposes. Hurry – this is a limited-time offer!

Call 1 (800) 838-3079

About The Author

Jeff Junior has spent over two decades in the financial services profession helping individuals and couples in or nearing retirement better understand and prepare for the challenges associated with the ever-changing financial landscape. He has a proven track record of helping clients successfully align assets with objectives to leverage and manage investment portfolios that will weather market fluctuations. Jeff obtained his degree in 1997 from Campbell University in Buies Creek, NC, and immediately entered the financial services and insurance sector. Jeff has served corporations large and small in roles such as financial advisor, vice president, senior partner, and now CEO of Trajan Wealth.

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Ms Marti Bryant

Ms. Marti Bryant

FIDUCIARY ADVISOR

Marti has over 12 years as a fiduciary advisor specializing in working with people close to retirement or already retired. Her primary focus is on creating income plans that maximize their benefits in the most tax-efficient manner. In fact, Marti always considers taxation when advising clients. 

Understanding her client’s temperament for risk, Marti helps design customized and trackable plans. Working at Trajan Wealth suits her because “being a fiduciary advisor allows me to offer unbiased advice without an agenda or judgment.” She takes a lot of time to learn about her clients. “I learn their hopes and dreams, what they want their life to include, and if they want to leave a legacy when they pass. What is important to them allows me to build a financial plan that is much more meaningful.”

Her approachable personality comes along with high-powered credentials. Over the years, Marti has had many speaking engagements and co-hosted a financial talk radio show on 105.1FM, “The Big Talker.”