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Between investment options, asset protection, and retirement plans, the complex financial industry jargon can leave you overwhelmed. But understanding the impact of each decision is vital to your long-term financial security...

That's where Kurtis comes in!
With a knack for cutting through the confusion, Kurtis offers straightforward guidance, ensuring industry lingo and complexity no longer keep you from a future of financial peace. Watch now!

Financials solutions

finally explained.

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3-year

5.

50%

5-year

5.

50%

7-year

5.

55%

CHECKOUT THE TOP 3

MYGA RATES

LAST UPDATED ON 4/18/2025

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What would best fit

your needs?

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RETIREMENT PLANNING

+  INCOME

SOLUTIONS

+ ASSET

PROTECTION

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RETIREMENT PLANNING

+  INCOME

SOLUTIONS

+ ASSET

PROTECTION

GUARANTEED INCOME

+  MYGA

(Multi-Year

Guaranteed Annuity)

+  FIA FOR LIFE

(Fixed Index Annuity)

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GUARANTEED INCOME

+  MYGA

(Multi-Year

Guaranteed Annuity)

+  FIA FOR LIFE

(Fixed Index Annuity)

FIXED RATES

+  FIA

(Fixed Index Annuity)

VARIABLE GROWTH

+  LIFE INSURANCE

FIXED
RATES

+  FIA

(Fixed Index Annuity)

VARIABLE GROWTH

+  LIFE INSURANCE

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DON'T

WORRY!

PREFER TO TALK THIS THROUGH?

REACH OUT!

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STEP 3 -

ENROLL
 

Once the applicant selects their preferred product, they’re guided to gather all necessary documentation to ensure the underwriting process is accurate and efficient. The goal is to secure acceptance and a seamless transition.

STEP 2 -

RECEIVE REPORT

After submitting the form, applicants receive the
Annuity Rate Watch Customer Report,
outlining the top three annuity products tailored to their financial goals, with a clear comparison of rates, benefits, and features for informed decision-making.

STEP 1 -

FILL THE FORM

Premium:

Term:

Withdrawal

Provisions:

Invalid form submission.

Form submitted successfully!

DISCOVER HOW OUR EASY PROCESS

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DON'T

WORRY!

PREFER TO TALK THIS THROUGH?

REACH OUT!

PHONE ICON_3x.png
EMAIL ICON_3x.png

DISCOVER HOW OUR EASY PROCESS

WEKRS MIDDLE TEXT_3x.png

STEP 1 -

FILL THE FORM

Premium:

Term:

Withdrawal

Provisions:

Invalid form submission.

Form submitted successfully!

STEP 3 -

ENROLL

Once the applicant selects their preferred product, they’re guided to gather all necessary documentation to ensure the underwriting process is accurate and efficient. The goal is to secure acceptance and a seamless transition.

STEP 2 -

RECEIVE REPORT

After submitting the form, applicants receive the
Annuity Rate Watch Customer Report,
outlining the top three annuity products tailored to their financial goals, with a clear comparison of rates, benefits, and features for informed decision-making.

Kurt is knowledgeable, trustworthy, and genuinely cares about helping people make smart financial decisions. If you need help managing your money or planning for the future, Kurt’s your guy. Highly recommend!

John Tate

2025

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Client Name

Client since 2008

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Pellentesque sit amet egestas ante. Mauris a libero tincidunt, feugiat quam id, commodo arcu. Donec in sollicitudin leo. Donec aliquam risus quis magna interdum facilisis.

Maxwell Z

Client since 2008

WHAT

OTHERS ARE

SAYING

...

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The financial markets can be a wild ride, but you don’t have to go it alone. Whether the bull is charging ahead or the market is shifting, we’re here to ensure your financial security stays on track.
 

Our solutions offer a way to ride the highs while protecting against the lows – giving you guaranteed income and long-term stability, no matter what the market does. We take the time to understand your goals, risk tolerance, and financial vision, providing options that keep you in control.

WHY WORKING WITH US JUST

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So, whether you’re seizing opportunities or securing your future against uncertainty, we help you ride the bull with confidence – AND ENJOY THE RIDE!

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Do your homework:

market watch!

Knowledge is power – especially when it comes to your financial security. Our video library is here to simplify the complexities of annuities, market trends, and smart financial planning. Whether you're looking into strategies to protect your future, insights on the latest economic shifts, or expert tips to make informed decisions, we’ve got you covered. Scroll through to watch, learn, and take control of your financial journey with confidence – and check back regularly for new updates and fresh perspectives!

WHEN ARE ANNUITIES A GOOD IDEA?

ARE ANNUITIES A SAFE INVESTMENT?

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