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Not all products are available in all states. We do not offer tax or legal advice. Fixed annuities are insurance products.
Rates shown are subject to change at any time. For firm confirmation of current rates, a written proposal should be requested by calling call (800) 373-9697.
Withdrawals prior to age 59 1/2 may be subject to a 10% penalty tax. Managing general agency - CA Insurance License #0B67385
(800) 373.9697 | contact@annuityexperts.com
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Annuities in Agoura Hills, CA
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28720 Roadside Dr, #126, Agoura hills, CA 91301
1.800.373.9697
Mon-Fri 8:30 am - 4:30pm PST
Quality - Integrity - Expertise
Managing general agency is FSD Financial Services | CA Insurance License #0B67385 & 0B91910 | Since 1996
Non Resident Licenses AZ, CO, CT, FL, HI, ID, IL, IA, LA, MD, MI, NV, NJ, NC, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI
Services Provided: AnnuityExperts is involved in offering financial advice, with a focus on fixed annuities. We provide services like retirement planning, insurance advice, and leading annuity products. This includes immediate annuities, fixed annuities, and multi-year guaranteed annuities (MYGA), aimed at providing guaranteed income streams or interest rates for specific periods.
Market Position: Offering personalized service with access to multiple insurance carriers. This suggests they work as brokers or agents who can compare different products for their clients to find the best rates or suitable products.
Product Offerings:
- Immediate Annuities for those looking for immediate income.
- Fixed Annuities for stable, guaranteed returns.
- Multi-Year Guarantee Annuities (MYGA) which promise fixed interest rates for certain periods, appealing to those wary of market fluctuations.
Operational Details: They seem to operate with transparency regarding fees, with some posts or results indicating they might only charge if you purchase insurance through them or engage their wealth management services under certain conditions.
Engagement with Professionals: Outreach towards life insurance agents or financial advisors, offering tools, kits, or information to help them in their practice, particularly in selling or understanding annuities.
Public Perception and Marketing: Ongoing marketing efforts, educational content distribution, and attempts to stay relevant in the financial advice space through updates on product offerings and financial tools.
Free Resources: Various free financial planning tools and client education strategy.
AnnuityExperts.com (FSD Financial Services) provide text, links, graphics and other information in this website as a convenience to clients. All information is subject to change without notice. Neither company warrants, represents or guarantees accuracy, authenticity or completeness of the contents of this site, or the site of any affiliated companies or those organizations accessed from this site by hypertext link. AnnuityExperts.com (FSD Financial Services) does not approve, endorse, or guarantee World Wide Websites of unaffiliated persons or entities that may be accessed from this site by hypertext links containing information created, published, maintained or otherwise posted by independent organizations. Reference to any products or services does not constitute any endorsement of such products or services. All products and services are subject to the terms and conditions of any applicable agreements. Payment of benefits under the annuity contract is the obligation of, and is guaranteed by, the insurance company issuing the annuity. Earnings and pre-tax premium payments are subject to income tax at withdrawal. Withdrawals prior to age 59½ are generally subject to a 10% IRS penalty tax. AnnuityExperts.com (FSD Financial Services) does not offer tax advice. For specific tax information, consult your attorney or tax advisor. Product and feature availability, as well as benefit provisions can vary by state. Contact an FSD annuity expert professional for company specific product details and limitations.While we strive to periodically update the information on this website, AnnuityExperts.com (FSD Financial Services) makes no representation or warranties as to the accuracy, reliability, or completeness of any information on this site. Not all products are available in all states. We do not offer tax or legal advise. Fixed annuities are insurance products. Rates shown are subject to change at any time. For firm confirmation of current rates a written proposal should be requested by calling call (800) 373-9697. Withdrawals prior to age 59 1/2 may be subject to a 10% penalty tax.