Looking for a way to grow your retirement savings while protecting your hard-earned money? Indexed annuities offer principal protection, the potential for market-linked growth, and guaranteed income options—all from a local, licensed Texas agent you can trust.
Check out this great video about Index Annuities featuring Mr. Ernie Sears our business partner.
An Indexed Annuity is a powerful retirement vehicle that gives you the potential to grow your money based on the performance of a stock market index (like the S&P 500), without risking your principal.
That means you get the upside potential of the market — without the downside risk.
All annuities are subject to contract terms, including surrender charges, fees, and interest crediting methods. Past performance is not a guarantee of future results. Not a deposit. Not FDIC insured. Not insured by any federal government agency.
Benefits of Indexed Annuities:
“A client came to us after losing 30% of his retirement in the market. We helped him move his funds into an indexed annuity, and now his money is growing without any fear of market dips. He sleeps peacefully knowing his retirement is protected.”
Not all annuities are right for everyone. Before any purchase, we perform a thorough suitability assessment to ensure this product fits your financial goals and needs.
Moreno Financial Services
Phone: 254-397-5700