Annuity Rates Are HIGHER Interest than CD Rates

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Don't overcomplicate this.

If a short term annuity pays you more than a short term CD, put your money in a short term annuity.

David Happe is a fiduciary and licensed to move your money from a CD into a Florida certified annuity from our A-rated carrier.

With a lump sum deposit of $10,000 or more, a Single Premium Deferred Annuity lets you lock-in a competitive interest rate for up to five years. This annuity can help you turn assets or inherited lump sums of money into guaranteed retirement income for your lifetime.

  • Funded by a single, lump sum contribution
  • Guaranteed interest rate
  • Tax deferred; the annuity fund grows tax free until you begin receiving payouts

Contact Dave by calling (888)434-6471 or email help@formamerica.com for a no cost consultation on moving some or all of your money into better options. Florida residents only because the programs we have are State of Florida certified by the Florida Department of Financial Services.

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