If you are nearing or are in retirement, understanding the role annuities can play in helping achieve secure lifetime income is important. Many people are interested in learning more about annuities and simply need someone who can help them understand how annuities work.

Similarly, people who currently own annuities may not fully remember all the details about how their policy works. A simple review can help answer those questions. 

1776 Heritage Center Drive, Suite 204
Wake Forest, NC 27587

It’s located in the Heritage Office Center just behind Culvers and Mod Pizza on Rogers Road.

Anyone who is interested in learning more about annuities and/or has an existing annuity and would like to review their policies.

Ed Ray, RICP® and Kenn Yarina are independent insurance agents that focus on retirement income planning strategies. We use annuities, where appropriate, to help people achieve retirement income security.

GAP Retirement Planning, LLC based in Wake Forest, NC is sponsoring the annuity review session.