FREE STRATEGY SESSION

Maximize Your Social Security for a Comfortable Retirement

You’ve worked hard all of your life. Make sure you get the most out of your Social Security benefit with an optimal retirement strategy.

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  COMPREHENSIVE CONSULTATION

  NO OBLIGATION

  100% SECURE

A Strategy Session Can Help Achieve Your Dreams

REQUEST YOUR SESSION

Fill in your information and complete the form to express your interest

MEET WITH ME

We'll schedule a time to meet and review your goals and ambitions

VIEW RECOMMENDATIONS

Review your current scenario along with recommended strategies.



What's an annuity?

Annuities are innovative products that can give you and your family financial protection and guaranteed retirement income. From addressing common retirement concerns to staying ahead of market trends, annuities can offer you and your family a wide variety of benefits, including:


  Accumulation potential
  Tax-deferred growth
  Level of protection
  Retirement income

Diversify Your Retirement Strategy with an Annuity

REQUEST YOUR SESSION

Fill in your information to express your interest in how to generate lifetime income using an annuity.

MEET WITH ME

We'll unpack how inflation, interest rates, and other key market indicators may be impacting you.

VIEW RECOMMENDATIONS

We’ll discuss today’s annuity benefits and how protected income can help you save for a dignified retirement.



Schedule Your Strategy Session

BOOK YOUR STRATEGY SESSION

Who Provides the Free Strategy Session?

Biran Herndon
Wealth Coach,
| info@elitetax1040.com

As a highly specialized tax and wealth advisor, Biran Herndon, President of Elite Tax and Wealth Advisors, is dedicated to helping individuals, families and businesses attain peace of mind and financial freedom, while paying the lowest amount of taxes as possible.
He sees his clients as family and loves seeing them enjoy their successes.
He lives in Melbourne, FL with his wife Michele and enjoys reading and travel. He is a Certified Tax Master and a member of the Tax Master’s Network.

Frequently Asked Questions About Annuities

What is an annuity?
A fixed index annuity (FIA) is simply a contract between you and an insurance company. Annuities can help address some common financial concerns, from helping you save for retirement and providing a level of protection for your retirement savings to helping address inflation and longevity.


How do I pay for an annuity?
You pay the insurance company one or more purchase payments ("premiums"). In exchange, you get the benefits the insurance company guarantees through your annuity contract.


Are there any fees associated with an annuity?
Like many financial products, FIAs carry some fees to help support guarantees and provide valuable benefits.

When can I access my money from an annuity?
Many of today's FIAs have surrender periods of less than 10 years. Common annuity features include penalty-free withdrawals, nursing home provisions, and full accumulation value paid to beneficiaries at death.


Do I get to choose a beneficiary?
Yes! Your beneficiary is entitled to your contract's death benefit, or remaining guaranteed payments. Most often, the death benefit is equal to accumulation value.


How do I know which annuity is right for me?
The first step is to request a strategy session with me! We'll review your current financial situation, evaluate your short-term and long-term goals, and review current annuity benefits.


Schedule Your Strategy Session

BOOK YOUR STRATEGY SESSION