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Medicare Coverage Portfolio

Fixed & Indexed Annuities

Tax-deferred retirement contracts offering guaranteed principal preservation, competitive interest crediting, and lifetime income you can never outlive.

Regulated Rates from $100/mo
Advisor: Marcus Vance, CLU
Zero Brokerage Markups
Guaranteed Rate Lock
Starting at $100/mo
Call Now to Speak with A Counselor: 1 (856) 580-0801

Structured Plan Tier Comparison

Compare coverage targets, underwriting provisions, and living benefits available for Fixed & Indexed Annuities.

Plan LevelCoverage TargetLiving BenefitsAction
Multi-Year Guaranteed Annuity (MYGA)Guaranteed 5.25%–5.75% Fixed Yield100% Principal Safe + 10% Annual Access
Fixed Indexed Annuity with Income RiderIndex Linked Growth (0% Floor)Guaranteed Lifetime Monthly Paycheck for Life
Legacy & Enhanced Healthcare AnnuityMaximum Principal Preservation2x Confinement Income for Long-Term Care

Core Coverage Benefits & Protections

100% Principal Protection: Zero market loss risk on your hard-earned savings
Guaranteed lifetime withdrawal benefits (GLWB) creating a private personal pension
Tax-deferred compounding growth until distributions begin
Up to 10% penalty-free annual withdrawals for emergency liquidity
Direct beneficiary transfer bypassing probate court delays

Available Policy Riders & Living Add-Ons

Guaranteed Lifetime Income Rider
Enhanced Confinement / Nursing Home Multiplier

Instant Rate Estimator

Calculate benchmark regulated rates for your age and zip code.

MV
Assigned Counselor
Marcus Vance, CLU
Executive Life & Wealth Advisor

Expert in permanent whole life, indexed universal life (IUL), and tax-free retirement accumulation strategies.

Direct Helpline: 1 (856) 580-0801