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Annuities

Keep Your Financial Resources Protected.

EZ Insurance Services Inc. understands the value of saving for and investing in your future. If you’re like many Americans, you work diligently each day and take the right steps to ensure that you’ll be supported with a comfortable income after you retire. That’s why it’s smart to have the right coverage options under your retirement plan because in some cases, you can actually outlive your income.

The last thing you’ll want to experience as a retiree is a loss of your financial resources. With an Annuity from EZ Insurance Services Inc., you can ensure that your finances are covered – for a healthy and happy retirement. Annuities are essentially investments that guarantee a steady income stream. Based on your plan, you can receive money either on a set schedule or in a lump sum.

Types of Annuities

EZ Insurance Services Inc. can offer two types of Annuities: Deferred and Immediate Annuities.

Deferred Annuities are investments that you make either over a period of time or all at once. Since these Annuities are tax-deferred, you only have to start paying taxes upon withdrawal. Deferred Annuities are either fixed or variable, meaning your payout is either a fixed sum or an amount in accordance to the performance of the market/group of investments.

Immediate Annuities are payments that you can receive right after you make your investment. This type of Annuity is typically for those around the retirement age who want to secure their financial future. Like Deferred Annuities, you only pay taxes upon withdrawal.

It’s important to discuss your options with a specialist at EZ Insurance Services Inc. who is committed to helping you make the right decisions.
 

Our Location

EZ Insurance Services Inc.

2960 Harbor Blvd, Ste 4
Costa Mesa, CA 92626
Main office: 714-754-9030
Toll free: 800-895-7033

Our Providers

Testimonials

Visiting Nationwide insurance was not planned in my day, but I walked in just to see if I can save on my homeowners. I am now a nationwide customer and have my Auto, RV, Home, and also my husband's business is with Nationwide as well. I saved over all $110 per month. and what a team, Ron was the senior agent which greeted me and his team bundled up all our family insurance in less than 35 minutes. the funny thing is I just shopped my auto and though I had as great price.
Shahla
Thank you for all your help, support and great service.
Mohamad T.