Annuities

There is no shortage of investment options for retirement, but if you’re looking for one that is zero maintenance, low-risk and yet also guarantees steady income then annuities may be the best choice. Annuities can be set up to ensure you have a predictable and virtually guaranteed income for life, with tax-deferred growth and even protection against inflation.

Our team of advisors will help you shop and select from a variety of annuities products including non-qualified, fixed, or deferred annuities. If you’re in need of funding an annuity with transfers from other retirement funds such as a 401K or Roth IRA, our experts are on hand to assist as well. With UBOS, annuities can be a smart and practical saving strategy so you never have to worry about outliving your savings.