Fixed Annuities - Retirement
The level of questions and adjustments needed to move from a full or part time work to retirement mode is not an easy task.
We believe that a team of professional is best to handle all the issues to make sure you have the proper income strategy, financial protections, and estate planning necessary to insure your success. Trinity Insurance Consultants has affiliates to help you with building that team.
Trinity has a full line of Fixed Annuities to insure your money is safe and guarantees there is never a loss to your principal. Annuities provide a solid floor of income and protection through our contracts with all the Major Carriers. NO costs to you. We are compensated by the carriers. Rich is affiliated with Lincoln Financial Group along with Allianz and several others. Rich works thru Accurate Advisors in Wesley Chapel who has the compliant securities licenses to get you into any investment you might require.
Strategy, Insurance, Estate planning, Trusts and Wills, or Reverse Mortgages are cases we work on every day.