Patty Helps Client Transfer 401(k) to a Fixed Index Annuity

June is Annuity Awareness Month, and we are continuing our annuity-focused content with a special case study from agent Patty Gogerty.

3 Unforgettable Annuity Case Studies of Clients with CDs

June is Annuity Awareness Month, making it the perfect time to bring back some of our most unforgettable annuity case studies. Three particular stories stand out to us, because all of these clients ended up moving money from a certificate of deposit (CD) to a fixed annuity.

Should I Get an Annuity Now or Wait for Rates to Go Up?

You can get strategic about which annuity type you select if you think better rates are on the horizon.

Annuity Do’s and Don’ts for Retirement Planning

If you’re considering a 401(k) rollover or transitioning from a bank CD, here are some important annuity dos and don’ts for baby boomers.

Are Annuities a Good Investment?

This is one of the most common questions we get asked from both new clients and existing clients: are annuities a good investment?


Get our newsletter

Here's what our clients say…

Taylor Thomas is our agent and she is very prompt and thorough with any request that we have regarding our Medicare supplements, Rx plans and annuities. She is top-notch!! We would highly recommend her to our friends and family members.
C.D., Customer

Meet Our Agents

Mitzi Pickens

Mitzi Pickens

See Bio
Disclaimer: We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact or 1-800-MEDICARE to get information on all of your options.