Financial Services, Tax Advantage Plans, Retirement Solutions, Pension Plans, San Diego, CA

Windfall Insurance Services, San Diego, Chula Vista, CA

We are proud to be an AM Best Company!

Worker's Compensation

Financial Services

Windfall Advantage Plan

Transportation Filings & Permits

Call For A Free Quote: 866-610-0616

Financial Services ~

We also provide the following financial services:

Financial Profiles
Tax Advantage Plans
Retirement Solutions
Pension Plans
Equity Index Products
Business Evaluations

IRAs - A traditional IRA is an individual retirement arrangement (IRA) in the United States. The IRA is held at a custodian institution such as a bank or brokerage, and may be invested in anything that the custodian allows (for example, a bank may allow certificates of deposit, and a brokerage may allow stocks and mutual funds).

Annuities - A life annuity or lifetime immediate annuity is most often used to provide an income in old age (i.e., a pension).

This annuity can be compared to a loan which is made by the purchaser to the issuing company, who then pay back the original capital with interest to the annuitant on whose life the annuity is based. The assumed period of the loan is based on the life expectancy of the annuitant but life annuities are payable until the death of the last surviving annuitant. In order to guarantee that the income continues for life, the investment relies on cross-subsidy. Because an annuity population can be expected to have a distribution of lifespans around the population's mean (average) age, those dying earlier will support those living longer.

Cross-subsidy remains one of the most effective ways of spreading a given amount of capital and investment return over a life time without the risk of funds running out.

* Coverage available in the United States and Mexico!

Windfall Insurance Services | 2335 Roll Dr., #6, CA 92154 | Toll Free 1-866-610-0616 or 619-661-0505
windfallinsurance@mx-exchange.cbeyondonline.net

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