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.