FAQs

What is a rollover?

It’s moving your 401(k) funds into a safer retirement income option.

How does a fixed index annuity work?

It protects your savings from market loss while letting your money grow with index gains.

Can I access my money if needed?

Yes, fixed index annuities often allow penalty-free withdrawals up to a certain limit each year.

Is my money guaranteed safe?

Your principal is protected from market downturns in these strategies.

How do I start the rollover?

Schedule a consultation with Earl to get clear, simple guidance.

What if I want to leave a legacy?

Earl helps you plan legacy steps so your savings support your loved ones after you’re gone.