Annuity Awareness Month & Equis' Annuity Specialists
- Equis Financial
- Jun 6
- 2 min read
June is Annuity Awareness Month — If you feel you don’t really understand annuities, you’re not alone. In fact, 64% of people say a reason for not owning one is simply because they don’t understand them. That is why at Equis Financial, we have agents who specialize in annuities to help you understand and discover the world of annuities.
How can an annuity help me?
Retirement should be carefree — but as it approaches, many people find the thought of maintaining and possibly running out of money over time stressful. Enter annuities. These financial instruments provide you with a guaranteed income stream, either for a fixed length of time or for the rest of your life, depending on the annuity you choose.
What are the benefits of annuities?
Guaranteed income for life. No other financial instrument can promise this.
Tax advantages. Annuities can offer you tax-advantaged growth as well as favorable taxation when your payments begin.
Continued payments to a surviving spouse and additional loved ones with joint and survivorship options.
Freedom from probate (a court-supervised proceeding). The proceeds from your annuity can go directly to family beneficiaries without having to set up a trust.
Versatility. Based on your goals, some annuities can be liquidated or exchanged for other products.
Annuity Specialists at Equis Financial
Equis Financial is proud to have 17 agents who are Annuity Specialists! In order to obtain this title, these agents had to:
Attend a Retirement Solutions University (RSU).
Pass the RSU Final Exam with a 75% or higher.
Role-play an annuity sales presentation with Pete Lee and/or Bill Martin 2.0.
Successfully place 20 annuity sales and maintain an 80% placement rate.
Meet your Annuity Specialists at Equis Financial
Rob Berger — Las Vegas, NV
Brenda Berger — Las Vegas, NV
Brandon Clarke — Greensboro, NC
Cameron Cobb — Sandy Springs, GA
Danny Favreau — Greenwich, CT
Jim Glascott — Cottonwood, AZ
Deb Johnson — Kaufman, TX
Kyle Keator — Hillsboro, TN
Allen Larkins — Lawrenceville, GA
RJ Maki — San Diego, CA
Daniel McRae — Clarksville, MD
Corey Moss — Cookeville, TN
Patrick Neff — Providence Village, TX
Jackie Rhodes — Bristol, TN
Paul Sharp — Knoxville, TN
Joe Skelley — Garnet Valley, PA
Russ Tessman — Des Moines, IA
Interested in learning more about annuities or want to get in contact with one of our specialists? Click the button below and complete the form.
