
Grow and protect your savings, minimize taxes, and enjoy the retirement lifestyle you’ve worked hard to build — without market stress.



Grow and protect your savings, minimize taxes, and enjoy the retirement lifestyle you’ve worked hard to build — without market stress.




Retirement isn’t about gambling on the stock market. It’s about having a plan you can count on.
With a properly structured annuity, you can:
Protect your savings from market losses
Grow your money tax-deferred
Turn your nest egg into guaranteed income for life
Leave a legacy for your loved ones
It’s not about chasing risky returns — it’s about building a safe, reliable income stream that lasts as long as you do.


Retirement isn’t about gambling on the stock market. It’s about having a plan you can count on.
With a properly structured annuity, you can:
Protect your savings from market losses
Grow your money tax-deferred
Turn your nest egg into guaranteed income for life
Leave a legacy for your loved ones
It’s not about chasing risky returns — it’s about building a safe, reliable income stream that lasts as long as you do.
We proudly partner with some of America’s most trusted financial institutions — and through our nationwide network, we have access to over 100 top-rated carriers to match every family’s unique goals.
These partnerships give our clients more options, stronger guarantees, and solutions built for their needs — not one-size-fits-all products.
A+ / AA Rated for Financial Strength
$405B+ in Total Assets (2025)
#1 Market Share for Annuity Issuances in 2024
A+ / AA Rated for Financial Stability
Over 150 Years of Proven History
Recognized as One of the World’s Most Ethical Companies (2025)
A+ / AA Rated by A.M. Best and S&P Global
100+ Years of Helping Americans Retire with Confidence
Backed by the Global Aegon Group
A+ / AA Rated Across All Major Agencies
Serving Over 500,000+ Retirees Nationwide
100 Years of Financial Strength and Trust
A / A- Rated for Financial Strength
Backed by KKR, a $500B+ Global Investment Firm
Decades of Expertise in Annuities and Retirement Solutions
We only partner with carriers recognized for their financial strength, ratings, and stability — including household names like Athene, Pacific Life, and Nationwide.
All carriers shown are A-rated or higher by major independent rating agencies (A.M. Best, S&P Global, Fitch, Moody’s).
And because we have access to over 100 trusted carriers through our national network, we can design the plan that fits you best — not one that limits your choices.
Backed by carriers with A+ and AA ratings from the world’s top financial agencies.
Every week, families tell me the same thing: “I just want to know my money will be there when I need it.”
That’s exactly what these plans are built for — steady income, lifelong protection, and peace of mind you can count on.
“Elgie showed us how to turn our savings into income for life. Now we feel safe knowing our retirement money will always be there when we need it.”
“We finally have a retirement plan we can count on. No more sleepless nights wondering if our savings will last.”
“I didn’t know I could protect my money and still grow it. Elgie’s blueprint gave me confidence that I’ll never outlive my income.”
“For years I worried about my retirement running out too soon. After working with Elgie, I now have guaranteed income for life and a plan that gives me peace of mind.”
“I didn’t think I could even qualify because of my health history. Elgie found the right carrier for me and built a plan that protects my family and creates a legacy for them.”
“As a small business owner, most of my money was tied up in my company and I wasn’t sure how to turn it into retirement income. Elgie showed me how to create a tax-efficient plan that gives me guaranteed income and still lets me leave something behind for my kids. It feels like I finally have control over my financial future.”

For over a decade, I’ve been helping families and professionals protect their savings, reduce taxes, and create retirement income strategies that last a lifetime. My mission is simple: to make sure no family is left unprotected — and no one has to worry about outliving their money.
I proudly partner with America’s leading carriers — including Athene, Nationwide, Global Atlantic, Transamerica, and Pacific Life. These partnerships allow me to offer the same trusted retirement solutions relied on by millions of families — directly to you.
Beyond numbers and policies, I believe in building real relationships. My approach is educational, transparent, and client-first. Every blueprint is tailored to your goals, your family, and your future.





Yes. We only use annuities from licensed insurance carriers, backed by billions in assets and strong ratings.
No. Annuities are flexible — many allow access to funds, liquidity options, or income when you need it.
I work with over 100 carriers nationwide. If one says “no,” chances are another says “yes.”
Both. They grow tax-deferred and convert into guaranteed lifetime income.
With the right structure, annuities pass directly to loved ones — avoiding probate.
Your savings are protected. Many annuities shield your principal and lock in growth in good years.
No. It’s 100% educational and free. No cost, no obligation, no pressure.
Don’t leave your future to chance. Get your Free Retirement Blueprint today and discover how to protect your savings and guarantee income for life.