Rates shown at $100k investment
Lower rates available for under $100k
*See insurance company provided illustrations for final numbers.
Together the senior partners of Providence Annuities bring over 125 years of experience. Providence Annuities was created to address the risk concerns that many Americans have. We exist to give people alternatives that help to manage their risk and can help to protect their hard-earned money.
We work with individuals who value professional representation and a local presence. Some people who work with us inquire with national firms and end up working over a toll-free number and get a new operator every time they call. Our experience shows us that this strategy does not always work best when needing customer service and accountability.
We hope that you will take the opportunity to give us a call or stop by our office. See how our years of experience and local service, with high levels of accountability, may help you enjoy smoother sailing in your pre-retirement and retirement years.
Will Rodgers was once quoted as saying, “I am not so much concerned about the return on my money, as I am the return of my money.” This division of Providence Partners was designed specifically to help preserve people’s hard-earned money. Many of our clients and customers have experienced big losses historically. We work hard to address their concerns with regard to investment risk.
We work with people to show them how we can minimize their risk of losing their money and minimize the sleepless nights they have knowing their money is protected. Our goal is to give smart money alternatives that offer more return than traditional products like CD’s and money market accounts.
We only work with investment-grade rated insurance carriers to help make sure your money is protected from fluctuations and from the risk of a weak company that may not be strong financially. We shop the market for you to bring you a competitive rate from an insurance company with at least an A- rating, or higher by A. M. Best Company. A. M. Best Company rates the overall financial condition of a company using a scale of A++ (superior to F in liquidation). We will show you alternatives that may fit your objectives and we will educate you about the process. If you decide you would like to move forward, we will help you make an educated choice and make sure the process goes smoothly.
If you ever have questions, you are welcome to call anyone on our team or stop by our local office to visit with a caring professional who genuinely cares about your financial well-being.
Do you currently own an annuity?
Would you like a second opinion?
If you have purchased an annuity previously and do not know what you have, would you like a second opinion? We are happy to look at review an existing annuity and give you an update. Simply bring the contract with you or you can mail it or email us a copy. We will be happy to go over the features and benefits with you.
Annuities are long-term investment products that may offer lifetime options for guaranteed income (available for an additional charge), and death benefit protection. To determine if an annuity is right for you, consider that there are costs associated such as surrender fees, mortality and expenses and administrative fees.
All guarantees, including those for optional features, are subject to the claims-paying ability of the issuer. Limitations and conditions apply.
