Annuities
We offer Guaranteed Interest Rate Investment Accounts.
Cheri Berardi recommends fixed interest rate tax deferred annuities that guarantee growth. Here is how Cheri, as an independent licensed agent, might help you:
- Establish an IRA or SEP account to reduce your income tax liability
and save for retirement.
- Rollover 401K, 403b or Pensions when you change jobs or retire.
- Transfer CDs / Money Market accounts for a higher interest rate and tax deferral of accumulating interest.
- Move higher risk investments to a guaranteed position to secure your financial foundation.
- Provide options for annuities that guarantee income for life.
- Evaluate existing annuities for performance and safety.
Contact us
now!
Please call (954) 424-3352 or email
to schedule a complimentary
consultation at our offices.