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Annuities

Personalized Retirement Income Solutions

Types of Annuities We Help You Plan Around

We help you understand and choose the right annuity based on your goals, risk tolerance, and retirement timeline.

Why Choose Stone Insurance Specialist?

With decades of experience in financial planning and retirement income, we are committed to helping you make confident, informed decisions about annuities. Here’s what sets us apart:

Independent, Unbiased Advice

As fiduciary advisors, we act in your best interest—not tied to any specific annuity provider.

Top-Rated Providers

We work only with the most reputable annuity companies in the industry.

Customized Plans

Your plan is tailored to your risk tolerance, retirement goals, and financial timeline.

Transparent Fees & Ongoing Support

No hidden costs. Just clear guidance and continuous support throughout your retirement journey.

Is an Annuity Right for You?

Annuities aren’t a one-size-fits-all solution—and that’s a good thing. Our fiduciary advisors will:

  • Analyze your financial goals
  • Consider your age, lifestyle, and income needs
  • Recommend solutions that align with your long-term objectives

We’re here to help you decide if an annuity is the right fit—with no pressure, just honest guidance.

Is an Annuity Right for You?

Annuities aren’t a one-size-fits-all solution—and that’s a good thing. Our fiduciary advisors will:

  • Analyze your financial goals
  • Consider your age, lifestyle, and income needs
  • Recommend solutions that align with your long-term objectives

We’re here to help you decide if an annuity is the right fit—with no pressure, just honest guidance.

We’re experienced, trustworthy, and transparent. We don’t push annuities—we assess your unique situation and help you decide if it’s the right fit.

Fixed Annuities

  • Guaranteed interest rate
  • Steady, predictable payments
  • Ideal for conservative investors

Indexed Annuities

  • Linked to a market index (like the S&P 500)
  • Growth potential with downside protection
  • Balanced option between risk and safety

Variable Annuities

  • Investment options with higher growth potential
  • Greater risk, but also higher reward possibilities
  • Includes optional income or death benefit riders

Immediate vs. Deferred Annuities

  • Immediate: Begin receiving income right away
  • Deferred: Grow your money before payouts begin later
  • Tampa/ Fort Myers/ Detroit Metro Licensed in: Florida, Michigan, Tennessee, Texas, North Carolina
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