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ANNUITY EDUCATION
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Josh Mellberg of J.D. Mellberg Financial in Tucson, AZ offers you a series of educational videos below which will inform you about the different types of annuities on the market and the PRO's and CON's of both. After you have watched these give us a call for a NO COST, NO OBLIGATION consultation about your income planning needs.
Call today for your FREE Income Planning Review!
360-722-7889
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Joshua D Mellberg
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Corbin Lindsey and Josh Mellberg

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    Receive a FREE Annuity Education, Financial Analysis, and planning session so that you can be on target with your goals and dreams. 

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WHY MAKE A CHANGE TODAY?

This video will give you a basic overview of annuities. If you want more details, than you will find below a video about each type of annuity . Josh will break down the pros and cons. 

Take a minute to be educated from Josh Mellberg who is the country's #1 income specilalist. You may even download the books that he offers for FREE.
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What is a Immediate Annuity
When you purchase an immediate annuity you enter into a contract with an insurance company to purchase a guaranteed stream of income. The insurance company calculates the amount of monthly income they can provide to you based on the type of annuity (fixed, variable or inflation-indexed), the term of the annuity that you choose (life-only, joint life, term certain), and your age and gender (so they can estimate your life expectancy).

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What is a Fixed Annuity
Fixed annuities are essentially CD-like investments issued by insurance companies. Like CDs, they pay guaranteed rates of interest, in many cases higher than bank CDs. Fixed annuities can be deferred or immediate. The deferred variety accumulate regular rates of interest and the immediate kind make fixed payments - determined by your age and size of your annuity - during retirement. MORE INFO

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What is a VARIABLE Annuity?
In a variable annuity, you can choose to invest your purchase payments from among a range of different investment options, typically mutual funds. The rate of return on your purchase payments, and the amount of the periodic payments you eventually receive, will vary depending on the performance of the investment options you have selected. MORE INFO
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What is a Fixed Indexed Annuity?
An annuity is a type of life insurance product that's designed to provide you with enough income to stay afloat through your retirement, and the indexed annuity is a more specific kind of annuity for which the returns are based on an equity-linked index. One typically buys an indexed annuity from an insurance company. In the following, you'll find out more about how indexed annuities work and what you might expect in terms of returns. MORE INFO
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FREE Educational Annuity Books that you can read about different topics, written by Josh Mellberg. 
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    DOWNLOAD REGISTRATION
    We love to educate our clients. Please register here for access to all of our FREE BOOKS...

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Birdseye Financial has partnered with Josh D. Mellberg Financial so that we can have access to some propietary products that less than 1% of all advisors have access to. Couple with this the case design team that works with us to find the highest guaranteed income withdrawal strategy possible along with the possible use of an IRS tax code allowing the qualified funds to be tax free.
CALL US TODAY FOR YOUR  APPOINTMENT 360-722-7889
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BIRDSEYE FINANCIAL DISCLOSURE
Tax and Legal Disclosure

Birdseye Financial, Corbin Lindsey and any associate affiliated with Birdseye Financial, does not offer tax or legal advice. We provide strategies for educational purposes only. You should consult your tax or legal professional for complete information regarding any tax and legal matters.

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The information listed on this website and on any document from Birdseye Financial that is provided by Birdseye or by a third party has been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Birdseye Financial. While the publisher has been diligent in attempting to provide accurate information, the accuracy of the information cannot be guaranteed. Laws and regulations change frequently, and are subject to differing legal interpretations. Accordingly, neither the publisher nor any of its licensees or their distributors shall be liable for any loss or damage caused, or alleged to have been caused, by the use or reliance upon this information.

All items on this website are not to be considered a recommendation to purchase or to sell an insurance or investment holding. No insurance company has endorsed or reviewed this website content. Before purchasing any type of insurance and/or investment product, it is important that you do your own due diligence, and that you consult a properly licensed professional if you should have any specific questions that relate to your individual situation. All of the names, marks, and materials that were used within this website are the property of their respective owners.

We are NOT affiliated with the U.S. Government or Federal Medicare Program

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​And as always, it’s important to keep in mind that past performance is definitely no guarantee of the future results that you’ll receive in most any financial vehicle.

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