Annuities
D Ellis and Associates LLC
Secure Your Retirement with the Right
Annuity Plan.
Don't leave your financial future to chance. Having the right annuity is crucial for ensuring a stable and predictable income during retirement. Annuities can provide peace of mind by guaranteeing you won’t outlive your savings, allowing you to enjoy life without worrying about your finances.
Meliza
⭐⭐⭐⭐⭐
My experience with D Ellis & Associates during a recent auto accident claim was impressive. They processed my claim swiftly, and their adjuster was friendly and helpful throughout the process. It’s reassuring to know they have your back when you need them.
Happy Customers
More than 2500 clients taken care of!
Annuities
D Ellis and Associates LLC
Secure Your Retirement with the Right
Annuity Plan.
Don't leave your financial future to chance. Having the right annuity is crucial for ensuring a stable and predictable income during retirement. Annuities can provide peace of mind by guaranteeing you won’t outlive your savings, allowing you to enjoy life without worrying about your finances.
About Us
Helping You To
Manage Your Annuity Needs!
Daniel Ellis is a highly experienced insurance broker with a passion for helping individuals and businesses secure comprehensive and tailored coverage solutions. With over a decade of expertise in the insurance industry, Daniel specializes in risk assessment and crafting policies that provide peace of mind and financial protection. Known for his personalized approach and commitment to excellence, he takes the time to understand his clients' unique needs, offering expert guidance across life, health, property, and commercial insurance lines. Dedicated to building lasting relationships, Daniel's goal is to empower his clients to navigate life’s uncertainties with confidence.
Daniel Ellis
CEO
NPN: 5971426
About Us
Helping You To
Manage Your Annuity Needs!
Daniel Ellis is a highly experienced insurance broker with a passion for helping individuals and businesses secure comprehensive and tailored coverage solutions. With over a decade of expertise in the insurance industry, Daniel specializes in risk assessment and crafting policies that provide peace of mind and financial protection. Known for his personalized approach and commitment to excellence, he takes the time to understand his clients' unique needs, offering expert guidance across life, health, property, and commercial insurance lines. Dedicated to building lasting relationships, Daniel's goal is to empower his clients to navigate life’s uncertainties with confidence.
Daniel Ellis
CEO
5971426
Everything You Need To Know
About Annuities At A Glance
What is an Annuity?
An annuity is a financial product that provides a steady income stream during retirement. It allows you to convert your savings into reliable payments for life or a set period, helping to secure your financial future. Get expert guidance to choose the right annuity for your needs.
Important Details
Annuities come in different types, such as Fixed, Variable, and Indexed, each with unique benefits. Whether you're looking for guaranteed returns or growth potential linked to the market, there’s an annuity to suit your financial goals. Protect your future by selecting the right plan today.
Everything You Need To Know
About Annuities
At A Glance
Important Details
Annuities come in different types, such as Fixed, Variable, and Indexed, each with unique benefits. Whether you're looking for guaranteed returns or growth potential linked to the market, there’s an annuity to suit your financial goals. Protect your future by selecting the right plan today.
What is an Annuity?
An annuity is a financial product that provides a steady income stream during retirement. It allows you to convert your savings into reliable payments for life or a set period, helping to secure your financial future. Get expert guidance to choose the right annuity for your needs.
Reviews
Real-Life Testimonials
From Satisfied Clients
Meliza
My experience with D Ellis & Associates during a recent auto accident claim was impressive. They processed my claim swiftly, and their adjuster was friendly and helpful throughout the process. It’s reassuring to know they have your back when you need them.
Jacob
One thing I love about D Ellis & Associates is their transparent policies. There are no hidden fees or surprises. They make it easy to understand what you’re covered for, and that peace of mind is invaluable.
Amelia
I switched to D Ellis & Associates because of their stellar reputation in the industry. They’ve been around for decades and have a track record of taking care of their customers. I can see why they’re so highly regarded.
Reviews
Real-Life Testimonials
From Satisfied Clients
Meliza
"My experience with D Ellis & Associates during a recent auto accident claim was impressive. They processed my claim swiftly, and their adjuster was friendly and helpful throughout the process. It’s reassuring to know they have your back when you need them."
Jacob
"One thing I love about D Ellis & Associates is their transparent policies. There are no hidden fees or surprises. They make it easy to understand what you’re covered for, and that peace of mind is invaluable."
Amelia
"I switched to D Ellis & Associates because of their stellar reputation in the industry. They’ve been around for decades and have a track record of taking care of their customers. I can see why they’re so highly regarded."
More Info
Important Questions
What Type of Annuity is Right for Me?
There are several types of annuities, including fixed, variable, and indexed annuities. The best choice depends on your financial goals, risk tolerance, and the level of income predictability you prefer. Fixed annuities provide guaranteed payments, while variable and indexed annuities have returns that can vary based on market performance.
How Much Should I Invest in an Annuity?
The amount to invest in an annuity depends on your retirement goals, existing savings, and anticipated expenses. It’s essential to ensure your investment balances your need for growth and your need for guaranteed income during retirement.
Can I Customize My Annuity Plan?
Yes, annuities can be tailored to fit your needs. You can choose options like adding a death benefit, selecting a guaranteed payment period, or even setting up joint annuities for you and your spouse. Customization allows you to align your annuity with your retirement strategy.
What Happens If I Need Access to My Money Early?
Withdrawing funds from an annuity early may incur penalties, especially within the surrender period. However, many annuities offer options for penalty-free withdrawals under specific circumstances, such as severe illness or a percentage of the account value each year.
How do I Sign Up?
For personalized assistance, book an appointment with me. I’ll guide you through the different types of annuities, help determine the best fit for your retirement plan, and ensure you make an informed decision. Schedule your free consultation today to secure your financial future.
More Info
Important Questions
What Type of Annuity is Right for Me?
There are several types of annuities, including fixed, variable, and indexed annuities. The best choice depends on your financial goals, risk tolerance, and the level of income predictability you prefer. Fixed annuities provide guaranteed payments, while variable and indexed annuities have returns that can vary based on market performance.
How Much Should I Invest in an Annuity?
The amount to invest in an annuity depends on your retirement goals, existing savings, and anticipated expenses. It’s essential to ensure your investment balances your need for growth and your need for guaranteed income during retirement.
Can I Customize My Annuity Plan?
Yes, annuities can be tailored to fit your needs. You can choose options like adding a death benefit, selecting a guaranteed payment period, or even setting up joint annuities for you and your spouse. Customization allows you to align your annuity with your retirement strategy.
What Happens If I Need Access to My Money Early?
Withdrawing funds from an annuity early may incur penalties, especially within the surrender period. However, many annuities offer options for penalty-free withdrawals under specific circumstances, such as severe illness or a percentage of the account value each year.
How do I Sign Up?
For personalized assistance, book an appointment with me. I’ll guide you through the different types of annuities, help determine the best fit for your retirement plan, and ensure you make an informed decision. Schedule your free consultation today to secure your financial future.
Looking for a First-Class Annuity Consultant?
Looking for a First-Class Annuity Consultant?
D Ellis and Associates LLC is committed to serving you at the highest level with all your Annuity needs.
National Producer Number: 5971426
Company
Directories
Legal
D Ellis and Associates LLC is committed to serving you at the highest level with all your Annuity needs.
National Producer Number: 5971426
Company
Directories
Legal