Annuities
Skyward Financial Group
Secure Your Retirement or Begin Growing Your Wealth with the Right Annuity Plan.
Don't leave your financial future to chance. Whether you're planning your retirement by rolling over a 401(k), or you want to begin growing your wealth at an early age, 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.
Annuities
Skyward Financial Group
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!
Jaye is a dedicated professional with over 14 years of experience across real estate and insurance. She graduated from the Univ of Oklahoma and spent 12 years building a successful career in real estate before transitioning to the insurance industry.
Jaye Achtenberg
Agent/Broker
NPN: 20434529
About Us
Helping You To
Manage Your Annuity Needs!
Jaye is a dedicated professional with over 14 years of experience across real estate and insurance. She graduated from the Univ of Oklahoma and spent 12 years building a successful career in real estate before transitioning to the insurance industry.
Jaye Achtenberg
Agent/Broker
20434529
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
Alex A
Jaye has been an incredible insurance broker, always going above and beyond to ensure I have the best coverage for my needs. She’s knowledgeable, responsive, and genuinely cares about protecting her clients' financial well-being. I feel completely confident and at ease knowing Jaye is handling my insurance.
Kim G
I had an outstanding experience working with Jaye to secure an Indexed Universal Life (IUL) insurance policy. From start to finish, she was incredibly knowledgeable, explaining all the details about how an IUL works and how it could benefit me both as life insurance and an investment tool. Jaye took the time to understand my financial goals, showing me how the policy could offer growth potential while also protecting my loved ones.
George W
Jaye was fantastic to work with for setting up term life insurance to protect my mortgage! From the start, she listened carefully to my needs and explained how a term policy would work specifically for mortgage protection. I was impressed by her thoroughness in helping me choose the right coverage amount and term length, making sure my family would be secure if anything happened to me.
Reviews
Real-Life Testimonials
From Satisfied Clients
Alex A
"Jaye has been an incredible insurance broker, always going above and beyond to ensure I have the best coverage for my needs. She’s knowledgeable, responsive, and genuinely cares about protecting her clients' financial well-being. I feel completely confident and at ease knowing Jaye is handling my insurance."
Kim G
"I had an outstanding experience working with Jaye to secure an Indexed Universal Life (IUL) insurance policy. From start to finish, she was incredibly knowledgeable, explaining all the details about how an IUL works and how it could benefit me both as life insurance and an investment tool. Jaye took the time to understand my financial goals, showing me how the policy could offer growth potential while also protecting my loved ones."
George W
"Jaye was fantastic to work with for setting up term life insurance to protect my mortgage! From the start, she listened carefully to my needs and explained how a term policy would work specifically for mortgage protection. I was impressed by her thoroughness in helping me choose the right coverage amount and term length, making sure my family would be secure if anything happened to me."
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?
Skyward Financial Group is committed to serving you at the highest level with all your Annuity needs.
National Producer Number: 20434529
Company
Directories
Legal
Skyward Financial Group is committed to serving you at the highest level with all your Annuity needs.
National Producer Number: 20434529
Company
Directories
Legal