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About Us

Secure Your Retirement with Confidence

Protect your retirement with clarity, service, and trust.
We exist to make retirement planning simple and stress-free. Our promise: treat every client like family, explain your options in plain English, and recommend only what aligns with your goals not ours.

Our Story

AnnuityNestEgg was founded to solve a growing problem: people nearing retirement felt overwhelmed by market volatility, confused by jargon, and unsure who to trust. We took a different approach education first, independence always, and white-glove support from start to finish so you can make confident, informed decisions.

Who We Help

We serve individuals and families who want:

  • Protection for a 401(k) or IRA from market losses
  • Predictable, guaranteed income in retirement
  • Tax-deferred growth opportunities

How We Work

  • Free Review: Understand your accounts, goals, and timeline
  • Tailored Options: Clear comparisons based on your risk comfort and income needs
  • Seamless Transfer: We handle the rollover paperwork end-to-end
  • Ongoing Support: Annual reviews and service whenever you need us

What We Do

We serve individuals and families who want:

  • Fixed Index Annuities (FIAs): Growth potential with downside protection
  • 401(k) Rollovers to Annuities: Preserve tax advantages and simplify control
  • IRA → Annuity Transfers: Consolidate and secure retirement assets
Compliance & Disclosures

Important: Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Fixed Index Annuities and MYGAs are insurance products, not securities or stock market investments. Withdrawals may be subject to surrender charges; withdrawals before age 59½ may incur IRS penalties. This material is for informational purposes only and is not tax, legal, or investment advice. Please consult your tax, legal, and financial professionals about your specific situation and state availability.