Understand fixed annuities before you decide.
Plain-language education on how fixed annuities work and the trade-offs.
By phone or video. No office visit needed. Serving all of New York State.
Who is this for?
- People planning for or in retirement who want to understand their options
- Clients of CPAs and attorneys who want a second explanation
- Anyone with questions about how annuities work
What problem do we help with?
Annuities can be confusing. A fixed annuity is a contract with an insurance company, and terms vary by contract. We explain how they work and the trade-offs, such as surrender charges for withdrawing early, limited access to your money and how taxes may apply. We do not give tax or legal advice, so we encourage you to involve your tax professional or attorney.
What happens next?
1. Send a request
Fill out the short form with your name, how to reach you, where in New York you are and what you want to talk about.
2. We reach out
Levi Benefits Group contacts you by the method you choose to set up a phone or video conversation.
3. We talk it through
We explain how fixed annuities work and answer your questions. This is educational, not a recommendation to buy.
Please do not send account numbers, Social Security numbers or financial statements through this website.
