Annuity Resources

  • Annuity Resources & Rates

    Welcome to our annuity resources center serving clients in Boca Raton, South Florida and beyond. Whether you are seeking a new fixed, indexed or immediate annuity or would like to schedule a review of your current annuities and portfolio, contact Jon Ulin, CFP®, Managing Principal of Ulin & Co. Wealth Management at (561) 210-7887 or complete the form below and we’ll be in touch promptly. 

    Why Utilize Annuities

    There are many reasons to utilize annuities, depending on your investment, tax planning, legacy and income goals before and after you retire. Among other benefits that can include tax deferral and asset protection, annuities can hep provide guaranteed income for life, protection against losing your initial investment and help with long-term care costs based on the product selected. 

    5 types of Annuities 

    There are five major categories of annuities — fixed annuities, variable annuities, fixed-indexed annuities, immediate annuities and deferred annuities. Which is best for you depends on several variables, including your risk orientation, income goals, and if or when you want to begin receiving annuity income.  As independent advisors, we can help educate you on what options may be most suitable and provide product proposals from different insurance companies to compare. 

    About Us

    As an independent advisory firm, we can provide you a more objective approach to insurance and annuity products, as we are not tied to any one particular company. 

    Many independent advisory firms are owned by the individual advisors who run them, so they forge personal relationships with their clients.  The following areas can help add trust, confidence and value when working with an independent advisor and firm. Can your broker provide the following value propositions?

    • Independent SEC Registered Investment Advisor (RIA) firm affiliate
    • Recognized CERTIFIED FINANCIAL PLANNER™ professional
    • Multi-custodial firm with Charles Schwab and Fidelity.
    • Your money is held by an independent custodian, not the advisor firm.
    • Customized guidance based on your entire financial picture
    • A fee management structure that is simple to understand
    • A relationship that’s responsive, attentive, and personal
    • A fiduciary focus, putting your interests first