Contact us:
Tacoma: (253) 244-5520
Lynnwood : (425) 678-1251
Send us a Message
Cameron@TheMedicareExchange.org
Opening Hours
Mon - Friday: 8AM - 5PM
Annuities
Because of the complexity of annuities and all the features that are available it is important to speak with a financial professional to see if an annuity is suitable for your circumstances.
What is an Annuity?
An annuity is a financial vehicle that is designed to help you prepare for retirement. An annuity is a contract between an insurance company and you. You pay the insurance company premium and in exchange, you get benefits an annuity can provide.
Annuities have many valuable qualities about them. One, in particular, is they offer a tax-deferred growth when you are saving for retirement. Also, you can structure these in all different ways including payments for the rest of your life.
They can be designed in many different ways and for many different purposes. Some of these include lifetime income, inflation protection, enhanced death benefit, transfer of wealth to your beneficiaries, and other options that are available for an extra cost.
These Videos Will Help You Understand Annuities
History of Annuities
Safety of an Annuity
Annuity a Contract
Income Annuities
Zero is the Hero
Flip the Coin
Our partner company Anchor Financial, has many fiduciaries you can speak with at no cost to see if this will be a good fit for your retirement plans
AND MORE..
Because of the complexity of annuities and all the features that are available it is important to speak with a financial professional to see if an annuity is suitable for your circumstances.
What's an Annuity?
An annuity is a financial vehicle that is designed to help you prepare for retirement. An annuity is a contract between an insurance company and you. You pay the insurance company premium and in exchange, you get benefits an annuity can provide.
Annuities have many valuable qualities about them. One, in particular, is they offer a tax-deferred growth when you are saving for retirement. Also, you can structure these in all different ways including payments for the rest of your life.
They can be designed in many different ways and for many different purposes. Some of these include lifetime income, inflation protection, enhanced death benefit, transfer of wealth to your beneficiaries, and other options that are available for an extra cost.
These Videos Will Help You Understand Annuities
History of an Annuity
Safety of an Annuity
Annuity a Contract
Income Annuities
Zero is the Hero
Flip the Coin
Our partner company Anchor Financial, has many fiduciaries you can speak with at no cost to see if this will be a good fit for your retirement plans
AND MORE..
Let us help you live a healthy, happy,
stress-free retirement.
About Us
Our company has been serving clients for 8+ years. We not only love what we do but we love who we serve. Whether you are looking for Medicare plans, Life insurance or Financial services, etc. The Medicare Exchange is the go-to company for all of your retirement needs.
Opening Hours
Monday - 08:00-5:00
Tuesday - 08:00-5:00
Wednesday - 08:00-5:00
Thursday - 08:00-5:00
Friday - 08:00-5:00
Saturday & Sunday - BY APPOINTMET ONLY
We value your privacy very highly. Please read this Privacy Policy carefully before using the Website operated by The Medicare Exchange LLC, a(n) Limited Liability Company formed in Washington, United States ("us," "we," "our") as this Privacy Policy contains important information regarding your privacy and how we may use the information we collect about you.
Your access to and use of the Website is conditional upon your acceptance of and compliance with this Privacy Policy. This Privacy Policy applies to everyone, including, but not limited to: visitors, users, and others, who wish to access or use the Website.
By accessing or using the Website, you agree to be bound by this Privacy Policy. If you disagree with any part of the Privacy Policy, then you do not have our permission to access or use the Website.
To access our full Privacy Policy click HERE
Let us help you live a healthy, happy,
stress-free retirement.
Client Testimonials
I just today saw the article on your website about the wonderful party Tacoma had for my 86th birthday on July 17, 2023. I didn't realize when I set an appointment with Amber for that day that It was going to be a party! Thank all of you for that, and Amber for baking the biggest, roundest, most chocolatie, most decadent, most perfect birthday cake I've ever seen or eaten! And she very sweetly added just enough candles but not enough to cause a fire ..... Thank all of you, also, for being there for me and other seniors like myself - Amber and Alejandra have helped me throughout my entire health insurance problem, answering every question instantly and with total knowledge. I am recommending ya'll to everyone I know, including the Coordinator at my apartment complex. Thanks again!
Darlyne J
Contact Us:
Tacoma: (253) 244-5520
Lynnwood: (425) 678-1251
Send us a Message
cameron@TheMedicareExchange.org
About Us
Our company has been serving clients for 9+ years. We not only love what we do but we love who we serve. Whether you are looking for Medicare plans, Life insurance or Financial services, etc. The Medicare Exchange is the go-to company for all of your retirement needs.
Opening Hours
Monday - 08:00-5:00
Tuesday - 08:00-5:00
Wednesday - 08:00-5:00
Thursday - 08:00-5:00
Friday - 08:00-5:00
Saturday & Sunday - BY APPOINTMET ONLY
We value your privacy very highly. Please read this Privacy Policy carefully before using the Website operated by The Medicare Exchange LLC, a(n) Limited Liability Company formed in Washington, United States ("us," "we," "our") as this Privacy Policy contains important information regarding your privacy and how we may use the information we collect about you.
Your access to and use of the Website is conditional upon your acceptance of and compliance with this Privacy Policy. This Privacy Policy applies to everyone, including, but not limited to: visitors, users, and others, who wish to access or use the Website.
By accessing or using the Website, you agree to be bound by this Privacy Policy. If you disagree with any part of the Privacy Policy, then you do not have our permission to access or use the Website.
To access our full Privacy Policy click HERE
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