Don't put your retirement income at risk

Guarantee it!

We have annuities with

Guaranteed 10% growth

on your retirement income with an

upfront 10% bonus*

If you have an annuity or another investment like an IRA or 401K, guarantee it to grow at 10% with your retirement income.  You can reduce your risk from this roller coaster ride with the market.  It’s time to take action. We can teach you about annuities, all from the comfort of your own home.

Call 1 (800) 838-3079 for more info

Low Fees

Low Fees

The majority of annuities Trajan Wealth use have fees of 1% or less per year.

Tax Deferred

Tax Deferred

Unlike CD’s, all annuities grow tax deferred.

Inheritance

Inheritance

You won't forfeit principle. Your beneficiaries will inherit your principal when you pass.

There are annuities available that can double your money in 10 years and will pay you lifetime income that you can’t outlive

History shows that the U.S. stock market is quite resilient, often brushing off negative events after a short-term pullback. However, that’s not always the way it goes. In some cases, when the U.S. economy was already weak or other factors existed, these short-term reactions escalated into a more serious correction. The 9/11 attacks in 2001 and the Lehman Brothers collapse in 2008 are recent examples of crises that occurred around recessions.

These complicating factors make every crisis different and one of the many reasons why we are constantly monitoring the economy and assessing events that could impact our clients’ portfolios.  We also encourage them not to put all of their eggs in one basket. While we’ve had a good run in the stock market, consider the benefits of a well-structured annuity for a portion. An annuity is the only product available that will guarantee an income for your entire life, many have low fees and they will all grow tax deferred.

Call 1 (800) 838-3079 for more info

As SEEN AND HEARD ON

KTAR
Forbes
maf_logo

HOW DO ANNUITIES WORK?

Annuities are filed with and approved by state insurance regulators. Fixed annuities have NO market risk, and owners of fixed annuities do not participate directly in any financial market. Whether interest is declared in advance or determined by the performance of a market index, that interest, along with the premium paid, is guaranteed NEVER to go down because the markets do. 

There are several variations of annuities. A fixed annuity provides a guaranteed minimum return by the issuing insurance company. A common guarantee on a fixed annuity may range between 2% and 6%. An indexed annuity credits interest based on the performance of a particular index such as the S&P 500.

Annuities can function as a strategic part of your retirement plan, helping you plan for financial challenges like rising healthcare costs and an increasingly unpredictable global market. Every retirement plan and retiree is different, with different personalities, goals and worries. Some people are more risk-averse, for example, or simply have fewer assets and therefore are less comfortable with putting those assets at risk. Other people truly love the process of investing in the stock market, or they have amassed enough assets that they are less worried about the risk, perhaps. You have to know yourself and what will make you comfortable, because who wants a retirement filled with worry?

We are Dave Ramsey Vetted

SmartVestor

Dave Ramsey is one of America’s most trusted voice on money and business matters. He is a personal money-management expert, radio personality, and author of numerous books. We are excited to be part of the SmartVestor program because Dave’s beliefs about financial education and retirement planning are rooted in the same beliefs as Trajan Wealth. By having the heart of a teacher, and not of a salesman, we dedicate the time needed to listen to your goals and educate you on your investment options.

Play Video

Contact Us

If you like the thought of guaranteed lifetime income that you can’t outlive, call 1-800-838-3079 or reach out today.

Contact Us About Annuities

  • This field is for validation purposes and should be left unchanged.
Information is secure and never shared with unaffiliated parties. Provide your best e-mail and mobile phone to ensure delivery. To review our privacy policy click here. Please note phone calls are recorded for quality assurance.
“Our goal is to become the most client-centric, forward-thinking, and ethical independent wealth management company in the world”

Jeff Junior

CEO and Owner

Jeff Junior, Fiduciary

*Annuity guarantees are based on the claims paying ability of the issuing insurance company.  Any examples provided are hypothetical.  Annuities are issued with prospectus and sales brochures and should be reviewed carefully before investing as features and benefits vary.