Annuities:

Lifetime Income

Guaranteed Lifetime Income With An Annuity

Annuities provide various benefits. For example, some types of annuities may offer the ability to secure guaranteed* lifetime income. Fixed indexed annuities (FIAs) are designed to protect against market losses, while also allowing you to earn income at a reasonable rate** based on the performance of one or more indexes. Furthermore, annuities come with the benefit of tax deferral. You may be able to transfer the funds from your retirement account into an annuity instead to delay taxation.

Access Your Money When You Need It

Fixed index annuities allow you to control your retirement income. During the accumulation stage, your money grows. Your income payments will be accessible to you immediately after the waiting period. The contract value can provide you with a steady source of lifetime income. Annuity payouts are based on the value of your contract when withdrawals start. Your contract will also include a payout timeline.

Flexibility Of Options

Many retirees prefer FIAs due to their flexibility and options. An FIA also helps you safeguard your retirement future with its protection features. Furthermore, your beneficiaries can receive the death benefit without going through probate court. Could an annuity be the right option for you? We can help walk you through your options at a one-on-one meeting. Or, to learn more about these products and the factors that may impact your retirement, reserve a seat at one of our educational seminar events.

Attend A Seminar

Meet One-on-one

Secure your retirement and ensure peace of mind. Contact us today for tailored advice and support. Providing Safety, Creating Peace of Mind.

Contact info

Our Company

*Backed by the claims paying ability of the carrier.

**Our products offer a reasonable rate of return, over time.

IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.

By filling out a form on this site, you agree to receive communications and marketing from Evergreen Team Insurance ONLY. If you do not wish to receive marketing emails or texts from us please check the opt out box on our contact form.

Steven J. Katz, an Investment Advisory Representative (IAR), offers advisory services through Gibbs Wealth Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Evergreen Team Insurance and Gibbs Wealth Management are independent of each other. Insurance products and services are not offered through GWM but are offered and sold independently by Evergreen Team Insurance, License #0K95213, and Steven J. Katz, License #0F80752.

By using this website, you accept our Terms of Use and Privacy Policy. GWM’s investment advisory services are available only to residents of the United States in jurisdictions where GWM is registered. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Any historical returns, expected returns, or probability projections are hypothetical in nature and may not reflect actual future performance. Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website does not constitute a complete description of GWM’s investment advisory services. Before investing, consider your investment objectives and Gibbs’ fees. Gibbs is not a bank or depository institution licensed in any jurisdiction. Products offered by Gibbs are Not FDIC Insured, Not Bank Guaranteed, and May Lose Value. All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.