Annuity Products

5 Year CD Alternative

Why talk to your insurance agent about your financial situation?

The insurance industry is very much about investment and wise financial decisions. And, if your agent is Roberson-Tierney, then you can rest assured the information you receive about both insurance and finances is accurate and reliable. Daphne has 30 years of insurance experience and holds a Certified Insurance Consultant certification.

Right now, you can take advantage of the symbiotic nature of the insurance and financial markets and use a 5 year CD alternative to earn up to 3.15% interest on your money.

CDs are not earning well in this economy and alternative products through insurance companies can give you the same safety and security but at a higher fixed interest rate.

There are many misconceptions about annuities because these investment vehicles have received some bad press. The truth is that annuities are a top choice for soon-to-be-retirees and can provide a very safe investment, which is exactly the type of earning that retirees need.

Additional benefits of annuities include:

  • No taxes on earnings until you withdraw the money
  • Guaranteed income for life
  • Provide a death benefit to your beneficiary
  • Avoid probate
  • Can provide a Guaranteed Interest rate with protection of principal investment

Roberson Tierney offers two ways for you to learn more about financial products offered by top insurance companies and other financial tools to protect your future. You can schedule a one-on-one meeting for a confidential and frank discussion or you can enjoy one of our monthly workshops where we can all enjoy a continental breakfast while we discuss the options available in today’s market.

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