As you prepare for retirement, you might be planning on leaving a legacy behind for your loved ones. Protect and Enhance your financial legacy you leave behind for your loved ones.

Creating a Lasting Legacy

We make it possible to accomplish goals that include providing a legacy for your children and grandchildren, protecting your hard-earned investment from loss and ensuring a smooth transfer of wealth to your family or through charitable giving.

Creating a Family Legacy Helps You:


Your account value is protected from loss no matter how the market performs.


Your death benefit value can be guaranteed to grow annually.


You have the options to control how your beneficiaries receive the death benefit payout.

Contact Us



Tel: 512-567-0681


Monday - Friday 

8:30 am to 5:30 pm



9:00 am to 12:00 pm


Evenings by Appointment

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This information is presented in connection with the promotion or marketing of the matters addressed on this website. The information cannot be used or relied upon for the purpose of avoiding IRS penalties. This is not intended to provide tax, accounting or legal advice. As with all matters of a tax or legal nature, please consult your own tax or legal counsel for advice.

This material intended for education purposes only and is not intended to serve as the basis for any investment or purchasing decision.  Annuities are designed to meet long-term needs for retirement income. They provide guarantees against the loss of premium and credited interest, and the reassurance of a death benefit for beneficiaries. Product features vary by state and restrictions may apply, including possible withdrawal charges. Positive index adjustments may be limited to a monthly maximum or participation rate.


Guarantees are backed by the financial strength and claims-paying ability of issuing company.

  Not FDIC insured - May lose value - No bank or credit union guarantee  - Not a deposit - Not insured by any federal government agency or NCLIA/NCUSIF