Fixed Index Annuities
Platinum Fortune impact (PFI)
Secure Your Retirement with the Right
Fixed Index Annuity Plan.
Retirement isn’t about slowing down — it’s about having the freedom to live life on your terms. At PFI, we design annuity strategies that protect your hard-earned money, provide steady income, and create financial peace of mind for years to come.
Whether you’re preparing to retire or already enjoying it, annuities can help you safeguard your savings against market loss while ensuring a guaranteed income stream you can never outlive.
Smart, simple, and secure — that’s the power of an annuity done right.
Jennifer Martinez – IL
⭐⭐⭐⭐⭐
"Working with Brady has been eye-opening. I thought I had to choose between protecting my family and saving for retirement, but with the IUL strategy he designed, I’m able to do both. I’ve never felt more at peace knowing my kids will be taken care of no matter what."
Happy Customers
More than 36 clients taken care of!
Annuities
Platinum Fortune impact (PFI)
Secure Your Retirement with the Right
Annuity Plan.
Don't leave your financial future to chance. Having the right annuity is crucial for ensuring a stable and predictable income during retirement. Annuities can provide peace of mind by guaranteeing you won’t outlive your savings, allowing you to enjoy life without worrying about your finances.
About Us
Helping You To
Manage Your Retirement Needs!
At PFI, we guide families and business owners to build, protect, and grow lasting wealth through smart strategies in life insurance, retirement planning, debt elimination, and legacy creation.
Brady McGraw
Brady
NPN: 21431091
About Us
Helping You To
Manage Your Annuity Needs!
At PFI, we guide families and business owners to build, protect, and grow lasting wealth through smart strategies in life insurance, retirement planning, debt elimination, and legacy creation.
Brady McGraw
Brady
21431091
Everything You Need To Know
About Annuities At A Glance
What is an Annuity?
An annuity is a financial product that provides a steady income stream during retirement. It allows you to convert your savings into reliable payments for life or a set period, helping to secure your financial future. Get expert guidance to choose the right annuity for your needs.
Important Details
Annuities come in different types, such as Fixed, Variable, and Indexed, each with unique benefits. Whether you're looking for guaranteed returns or growth potential linked to the market, there’s an annuity to suit your financial goals. Protect your future by selecting the right plan today.
Everything You Need To Know
About Annuities
At A Glance
Important Details
Annuities come in different types, such as Fixed, Variable, and Indexed, each with unique benefits. Whether you're looking for guaranteed returns or growth potential linked to the market, there’s an annuity to suit your financial goals. Protect your future by selecting the right plan today.
What is an Annuity?
An annuity is a financial product that provides a steady income stream during retirement. It allows you to convert your savings into reliable payments for life or a set period, helping to secure your financial future. Get expert guidance to choose the right annuity for your needs.
Reviews
Real-Life Testimonials
From Satisfied Clients
Jennifer Martinez – IL
"Working with Brady has been eye-opening. I thought I had to choose between protecting my family and saving for retirement, but with the IUL strategy he designed, I’m able to do both. I’ve never felt more at peace knowing my kids will be taken care of no matter what."
Marcus Lee – OH
"I was skeptical about life insurance being used as a wealth tool, but Brady showed me how an IUL could grow tax-free and still give me access to the money if I ever need it. He helped me structure my plan to pay off debt faster while still saving for retirement. Total game-changer."
Sarah Johnson – Dallas, TX
"I had heard of IULs before but honestly had no idea how they worked. Brady broke it down in a way that finally made sense. Now I have protection for my family and a plan that actually builds wealth for the future. I feel confident for the first time about retirement planning."
Reviews
Real-Life Testimonials
From Satisfied Clients
Jennifer Martinez – IL
""Working with Brady has been eye-opening. I thought I had to choose between protecting my family and saving for retirement, but with the IUL strategy he designed, I’m able to do both. I’ve never felt more at peace knowing my kids will be taken care of no matter what.""
Marcus Lee – OH
""I was skeptical about life insurance being used as a wealth tool, but Brady showed me how an IUL could grow tax-free and still give me access to the money if I ever need it. He helped me structure my plan to pay off debt faster while still saving for retirement. Total game-changer.""
Sarah Johnson – Dallas, TX
""I had heard of IULs before but honestly had no idea how they worked. Brady broke it down in a way that finally made sense. Now I have protection for my family and a plan that actually builds wealth for the future. I feel confident for the first time about retirement planning.""
More Info
Important Questions
What Type of Annuity is Right for Me?
There are several types of annuities, including fixed, variable, and indexed annuities. The best choice depends on your financial goals, risk tolerance, and the level of income predictability you prefer. Fixed annuities provide guaranteed payments, while variable and indexed annuities have returns that can vary based on market performance.
How Much Should I Invest in an Annuity?
The amount to invest in an annuity depends on your retirement goals, existing savings, and anticipated expenses. It’s essential to ensure your investment balances your need for growth and your need for guaranteed income during retirement.
Can I Customize My Annuity Plan?
Yes, annuities can be tailored to fit your needs. You can choose options like adding a death benefit, selecting a guaranteed payment period, or even setting up joint annuities for you and your spouse. Customization allows you to align your annuity with your retirement strategy.
What Happens If I Need Access to My Money Early?
Withdrawing funds from an annuity early may incur penalties, especially within the surrender period. However, many annuities offer options for penalty-free withdrawals under specific circumstances, such as severe illness or a percentage of the account value each year.
How do I Sign Up?
For personalized assistance, book an appointment with me. I’ll guide you through the different types of annuities, help determine the best fit for your retirement plan, and ensure you make an informed decision. Schedule your free consultation today to secure your financial future.
More Info
Important Questions
What Type of Annuity is Right for Me?
There are several types of annuities, including fixed, variable, and indexed annuities. The best choice depends on your financial goals, risk tolerance, and the level of income predictability you prefer. Fixed annuities provide guaranteed payments, while variable and indexed annuities have returns that can vary based on market performance.
How Much Should I Invest in an Annuity?
The amount to invest in an annuity depends on your retirement goals, existing savings, and anticipated expenses. It’s essential to ensure your investment balances your need for growth and your need for guaranteed income during retirement.
Can I Customize My Annuity Plan?
Yes, annuities can be tailored to fit your needs. You can choose options like adding a death benefit, selecting a guaranteed payment period, or even setting up joint annuities for you and your spouse. Customization allows you to align your annuity with your retirement strategy.
What Happens If I Need Access to My Money Early?
Withdrawing funds from an annuity early may incur penalties, especially within the surrender period. However, many annuities offer options for penalty-free withdrawals under specific circumstances, such as severe illness or a percentage of the account value each year.
How do I Sign Up?
For personalized assistance, book an appointment with me. I’ll guide you through the different types of annuities, help determine the best fit for your retirement plan, and ensure you make an informed decision. Schedule your free consultation today to secure your financial future.
Looking for a First-Class Annuity Consultant?
Looking for a First-Class Annuity Consultant?
Platinum Fortune impact (PFI) is committed to serving you at the highest level with all your Annuity needs.
National Producer Number: 21431091
Company
Directories
Legal
Platinum Fortune impact (PFI) is committed to serving you at the highest level with all your Annuity needs.
National Producer Number: 21431091
Company
Directories
Legal