Annuities in Orlando, Florida

If you’re sitting on a 401(k), IRA, or TSP and worried about what the market might do next—you’re not alone. With inflation rising, market volatility hitting new highs, and retirement just around the corner for many, the #1 question I get is:

“How can I protect what I’ve built and still see my money grow?”

The answer for many of my clients in Orlando has been simple:

👉 Fixed Indexed Annuities (FIA)

🔐 Why Consider a Fixed Indexed Annuity?

As an independent insurance broker here in Orlando, I work with multiple A-rated carriers to help people just like you:

• Roll over retirement savings without penalties or taxes

• Lock in consistent returns with zero market downside

• Create guaranteed income you can’t outlive

• Grow tax-deferred with market-linked performance

You’re not just protecting your principal—you’re creating peace of mind with real growth potential.

📊 Real Example: What Happens When You Roll Over Funds Into an FIA

Let’s say you have $250,000 sitting in a 401(k) after leaving a job.

➡️ We transfer that into an FIA—no taxable event➡️ Your principal is 100% protected from losses➡️ You gain index-linked interest (often capped or with a participation rate)➡️ You can add an income rider for guaranteed monthly payments for life➡️ Some carriers even offer bonus incentives or enhanced income multipliers

This is not an investment. It’s a retirement strategy with built-in safety.

📍 Why Work With a Local Broker in Orlando?

Unlike call centers or big investment firms, I sit down with you—in person or virtually—and walk you through your options without pressure.

✅ I’m local✅ I’m licensed across Florida✅ I work with you, not for a single insurance company✅ I care about building strategies that protect families here in our Orlando community

 

🎯 Who Should Consider an FIA?

• Age 50–75

• Rolling over a 401(k), IRA, or TSP

• Looking for consistent, low-risk growth

• Concerned about outliving their savings

• Wanting tax-deferred growth and guaranteed lifetime income

 

💬 Let’s Talk About Your Retirement Goals

Whether you’re retiring in 5 years or already have, it’s not too late to secure your future.

Let’s review your current retirement funds and show you exactly how much income an FIA could generate for you—risk-free.

I’m here in Orlando, ready to help you build a plan you can count on.

📍 Office Hunters Creek. Serving Orlando, Kissimmee, Lake Nona, Hunters Creek & Beyond🛡️ Licensed Independent Broker | Retirement & Income Planning