LEARN ABOUT ANNUITIES...

There is a lot of confusion about Annuities. Some Brokers do not like annuities as they prefer money in the RISK market and Insurance Agents might say annuities are the best thing since slice bread.

As Income Planners, we look at our clients goals and needs, analyze your retirement outlook and make suggestions on what is in your best interest. We understand our clients do not want to be put into a box based on what the advisor wants. Clients we work with appreciate our no-cost planning solutions.
HOW DO YOU KNOW IF AN ANNUITY IS RIGHT FOR YOU?

    REQUEST A MEETING
    Receive a FREE Annuity Education, Financial Analysis, and planning session so that you can be on target with your goals and dreams. 
HOW DO YOU KNOW IF AN ANNUITY IS RIGHT FOR YOU???
Start with Education and Analysis!!!

Let's start with some basics about Annuities. Annuities are offered in four basic types. Some we like and some we do not. But what really matters is that our clients first understand what is available and how they work.

FOUR BASIC TYPES OF ANNUITIES
  1. Single Premium Immediate Annuities (SPIA)
  2. Variable Annuities (VA)
  3. Fixed Annuities (FA)
  4. Fixed Indexed Annuities (FIA)
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NEXT, click the to watch our video below and download our FREE online books.
FREE RETIREMENT ANALYSIS
Get your personalized no-cost Retirement Analysis that will help you learn what needs to happen to reach your goals.
Corbin Lindsey
President
ANNUITY EDUCATION
We at Birdseye Financial would like to offer you some FREE Education (videos and books) about the different types of Annuities and how they work. In addition, our website offers you many additional resources that we believe is valuable to you during retirement. ​Would you prefer a Face-to-Face Meeting, with an experienced agent?

​Please contact our office at (360) 722-7889 and schedule an annuity education session to answer all of your questions. In addition, when you meet with us you will receive a Financial Analysis at NO-COST as our gift to you.
We are an Income Planner Agency focused on our clients needs first. We believe that every good retirement plan begins with understanding our clients goals, concerns and finances. We offer a NO-COST Financial Analysis, as part of our due diligence, followed by a FREE strategy session. Upon an agreed upon approach, we help implement and monitor your plan, so that you can enjoy retirement while we work for you.