James D. Orr - CAS<span>&#8482;&#160;</span>

James D. Orr - CAS™ 

Do you find annuities to be confusing? There are a myriad of varieties that are designed to do very different jobs. Since entering the insurance industry in 1997, my goal has been to help consumers and advisors understand these contracts - how they work, when they work well, and when they don't. 

About

Protect Your Retirement

Are your savings on track?  Will Social Security be enough?  Do you have an employer sponsored Pension? There are a myriad of economic scenarios that could affect your income in retirement. Fortunately, you are not alone in the process of identifying those potential challenges and finding solutions tailored to your unique needs. At AnnuiLife, we specialize in this particular area of the financial world and we will help guide you through the appropriate steps needed to navigate current conditions as future potential challenges.

Our objectives are to help you preserve the assets you have worked so diligently to save, position those assets for continued growth and eventual income, help minimize your tax liabilities and protect your financial future. Some of the income strategies we utilize include:

  •  Deferred Annuities
    • Single Premium Deferred Annuities
    • Flexible Premium Deferred Annuities
    • Multi Year Guaranteed Annuities
    • Fixed Indexed Annuities 
  • Immediate Annuities
    • Single Premium Immediate Annuities
    • Deferred Income Annuities
    • Qualified Longevity Annuity Contracts
<p>Perception vs. Reality</p>

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.
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<p>Immediate vs. Deferred Annuities</p>

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
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Have You Ever Tried to Cut a Steak With a Plastic Knife?

Have You Ever Tried to Cut a Steak With a Plastic Knife?

If so, you understand that while the plastic knife will get the job done, a steak knife would be a more efficient tool. When it comes to building and preserving your wealth, financial vehicles and solutions need to be structured in such a way that they will carry you to your desired destination.

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<p>Your Changing Definition of Risk in Retirement</p>

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.
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Retirement Plans

Will your retirement dreams match your reality?

That is perhaps the most critical question to ask people who are currently retired. Was your retirement what you expected, or was it something else?  Review your accounts to ensure that your savings are on track and you are utilizing the appropriate vehicles to carry you to your desired destination.

  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Rollover Services
  • Small Business Retirement Plans
<p>Choices for Your 401(k) at a Former Employer</p>

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
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<p>What's So Great About a Rollover?</p>

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
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Are You Making the Most of Your 401(k)?

In this ebook, we outline your 401(k) choices and explore critical mistakes to avoid. Download it today



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