Fixed Annuities

Fixed Annuities and Low Interest Rates

Fixed annuities were once very popular among advisors, as were certificates of deposit or CDs. However, because interest rates are so low, they aren’t able to generate a sufficient return. This translates into an inadequate income for life.

Our Fixed Annuities Recommendation

Currently, we are not recommending any fixed annuities because, in our opinion, there are better investment alternatives. However, if you currently own a fixed annuity and are considering taking advantage of a 1035 exchange, you could benefit from exploring some options that currently outperform the US 10-Year Bond.

Are We the Right Fit for You?

If so, get in contact with us directly at (301) 464-8333 or email us at We’d be happy to help you get started today.

Share Your Tale

Are you ready to share your Financial Tale?

One of the benefits our financial tales community enjoys is the ability to submit their own tale. We will keep your name private of course and if you send us a detailed overview of your financial situation we will respond to you directly in private and if your tale might be interesting to others we will share it with our fans and community.