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     Main Office: 415.753.1936
Novato Office: 415.895.1936

Annuities

Keep Your Financial Resources Protected.

Al Zeidler Insurance Agency understands the value of saving for and investing in your future. If you’re like many Americans, you work diligently each day and take the right steps to ensure that you’ll be supported with a comfortable income after you retire. That’s why it’s smart to have the right coverage options under your retirement plan because in some cases, you can actually outlive your income.

The last thing you’ll want to experience as a retiree is a loss of your financial resources. With an Annuity from Al Zeidler Insurance Agency, you can ensure that your finances are covered – for a healthy and happy retirement. Annuities are essentially investments that guarantee a steady income stream. Based on your plan, you can receive money either on a set schedule or in a lump sum.

Types of Annuities

Al Zeidler Insurance Agency can offer two types of Annuities: Deferred and Immediate Annuities.

Deferred Annuities are investments that you make either over a period of time or all at once. Since these Annuities are tax-deferred, you only have to start paying taxes upon withdrawal. Deferred Annuities are either fixed or variable, meaning your payout is either a fixed sum or an amount in accordance to the performance of the market/group of investments.

Immediate Annuities are payments that you can receive right after you make your investment. This type of Annuity is typically for those around the retirement age who want to secure their financial future. Like Deferred Annuities, you only pay taxes upon withdrawal.

It’s important to discuss your options with a specialist at Al Zeidler Insurance Agency who is committed to helping you make the right decisions.
 

Our Locations

San Francisco Office

1288 Columbus Ave Suite 136
San Francisco, CA 94133
Main office: 415-753-1936
Fax: 415-895-1393

Novato Office

865 Sweetser Ave Ste E
Novato, CA 94945
Main office: 415-895-1936
Fax: 415-895-1393

Our Providers

Testimonials

I feel lucky to have found an agent willing to provide this level of service. No need to look anywhere else!

Phil Lesser, San Mateo
Accommodating, professional, helpful, and quick. Very comfortable experience and I was impressed by their capabilities. Highly recommended.

Frank Lopez, San Francisco
Very happy that they saved me around $2,100 on my overall annual cost of insurance!

Adam Levy, LIC Spiorts Automotive Repair, Novato
I was able to save $8,359 in premium annually on my Worker's Compensation Policy!

Burt Hoffman, H&J Tire
They saved me $908 this year in annual premium for 2016!

Lea Oberlander, Sorella Hair Studio, Petaluma