We will help you budget, invest and plan to meet your needs
While every client is different and every family unique, it can be helpful to have an advisor who has experience with clients like you. Considering everything from your location and profession to your stage in life, we'll select the right plan for you.
Have any questions? Find answers here.
The Bank Annuity Review Service team is here to assist you with personal care and attention to details specific to your needs.
What is a fixed annuity?
Fixed annuities pay a specified interest rate for a set number of years and are often referred to as a “CD-Type” annuity because of their similarities to a certificate of deposit
How do I get lifetime income?
An income annuity is a product that provides you with fixed monthly income that is guaranteed for life, no matter how the markets perform.
Will I need long-term care?
Your personal risk of needing long-term care depends on many factors. Some of those are how long you may live, your health history and whether you have a spouse or family members who can provide some of the care you may need.
Why plan for long-term care?
About 49% of men and 64% of women reaching age 65 today will need significant long-term care during their remaining years, according to a 2022 study from the federal Department of Health and Human Services
Where do I go to get started?
At BANKARS, we specialize in assisting our clients throughout the entire financial process. From product discovery to asset utilization, we maximize the benefits of your annuity today
We develop & create financial trust
We take the time to find out who you are and what you need to develop the most suitable plan for your lifestyle
Secure investments
Safe assets are those that allow investors to preserve capital without a high risk of potential losses.
Personalized care
We stay with you. Unlike your previous experience with annuity advisors, we're your BANKARS from the beginning until the end of your investments.