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Retirement Planning

Benefits Can Include

Market-like gains
Supplement your retirement
Guaranteed return of your principal
Protected against the volatility of the market
Fixed, guaranteed income for life


Annuities and 403(b) plans are often referred to as personal retirement plans. While there are different options available, they all have one thing in common: when retirement comes upon you, they are set to provide your retirement income.

With Annuities, this means you receive a fixed, guaranteed income, for life. Annuities guarantee a return on your principal, giving you market-like gains, while protecting you from potential loss, giving you the best of both worlds.

With a 403(b) plan, a retirement plan for certain employees of public schools and certain tax-exempt organizations, you are able to save part of your current income for retirement, tax-deferred. 403(b) plans are not only a way to save, but your tax-deferred savings grow over time, allowing your retirement income to increase.

Our independent agents have access to over forty insurance companies, allowing us to find the best rate and right policy for your particular situation.

Schedule your free assessment with one of our experts by completing the form or calling 800-891-3522.


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Information provided by Asurea Insurance Services, a licensed insurance agency. 3010 Lava Ridge Court, Suite 150, Roseville, CA 95661. 800-689-5490. CA Lic. #0C28287. This web page is being provided for informational or educational purposes only. It should not be used as a substitute for professional financial and/or investment advice. Please consult with your tax and legal advisors regarding your personal circumstances. All guarantees are based on the claim paying ability of the issuer. Annuity policies are products of the insurance industry and are not a deposit, not FDIC or NCUSIP insurance, not guaranteed by the institution, and not insured by any federal government agency. 403(b) distributions will ultimately be taxable to you as ordinary income. By completing the contact form or calling the number listed above, you will be contacted by a licensed insurance agent.

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